Quin after the meeting

The meeting ends and Quin gets to work. In this session we walk through everything that happens after a call — the recap, the follow-up draft, the CRM update, and how to make sure it all reflects how you actually work. 30 minutes with Q&A at the end.

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• Intro (2 min)
• What Quin does after a meeting by default (5 min)
• Customizing your recap: the Notetaker guidelines field (8 min)
• Follow-up emails: what lands in your drafts and how to shape it (8 min)
• CRM updates post-meeting (4 min)
• Live Q&A (5 min)