Customer 360: Meeting Agenda builder
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Has any thought been given to implementing a meeting agenda builder in the C360? It would be very handy for our CSMs to be able to have a template into which they can pull in contacts, objectives from the Success Plan, and add any other specific agenda items right into Gainsight, and then export as a PDF or directly email from C360. Being able to add the customer's logo to the agenda would be a nice touch.
Being able to then type up meeting minutes in the agenda and send back out to a customer would also be a nice way to close the loop.
Being able to then type up meeting minutes in the agenda and send back out to a customer would also be a nice way to close the loop.
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A quick mockup of what I'm thinking of:
Resulting Email example
I think some of the tools you mention could also have value depending on the customer engagement model - for example if the organizer was a TAM, sending a case report along with the agenda could be useful.
I'm super stoked about all the potential use cases that Timeline opens up!
This is on the timeline roadmap but ETA not yet decided.
Thanks,
Nitisha