Deal review meeting template (21 topics and ideas) | Spinach
Associated with
Jocelyn Brown Jocelyn Brown
Posted Feb 2, 2022 6 min read
Deal review meeting template (21 topics and ideas) | Spinach

This meeting is to support an Account Executive on a customer opportunity pursuit. The meeting members should include the AE, their manager, and executive representatives from supporting groups - partner, services, CS, and the leadership team.