Keep your meeting details at your fingertips. For example, your workspace might include a Calendly schedule so clients can see your availability, and for remote client discovery meetings, a Zoom Meeting to quickly begin the call.
A well-thought-out meeting agenda will set your client discovery meetings apart. Organize agenda items in a workspace to help these critical meetings run smoothly.
Add pricing information, upselling materials, the creative brief template, preliminary market insights, and anything else you need for a productive meeting.