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Meeting Notes & Tasks Form

Take more organized notes during meetings and save time with sending summaries to clients. As the form is filled, both a client-facing email and an advisor-only email are being pre-populated with the meeting notes and tasks. Both can be edited prior to sending.

The form may also be linked to your task management software and CRM software to automatically add tasks and notes using Zapier (not included with form template).

Click the image to test a sample or click below to buy now.

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What's Included?

What's Included?

Form Template

Mobile responsive form template that uses built-in time value of money calculations to present actionable feedback for leads.

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Instructional Course

We'll walk you through how to import the form template and customize it with your own branding, email copy, and PDF output.

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Frequently Asked Questions

Frequently Asked Questions

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