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Nida Urooj
Sales & Revenue Operations

Sales Meeting Coordination

Scheduling, prep, and recap - so meetings feel prepared and land next steps.

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Flat lay illustrating Sales Meeting Coordination - an outbound sales workspace: notebook of call notes, rotary phone, printed pipeline sheet, coffee.
Flat lay illustrating Sales Meeting Coordination - an outbound sales workspace: notebook of call notes, rotary phone, printed pipeline sheet, coffee.

Who this is for

  • Founders and AEs
  • Consultants

Problems solved

  • - No-shows
  • - Meetings without briefs
  • - No documented next steps

What I handle

Scheduling across time zones
Prep briefs
Reminders
Recap + next steps

Deliverables

  • ✓ Prep brief per meeting
  • ✓ Recap notes
  • ✓ CRM next-step tasks

Tools

CalendlyHubSpot MeetingsGoogle CalendarZoom / Meet / Teams

Process

  1. 01
    Schedule

    Confirm best slot.

  2. 02
    Prep

    Brief 24h before.

  3. 03
    Recap

    Within 24h after.

Example workflows

  • - Book → brief → remind → attend → recap → next step

KPIs I track

Show rateMeetings with recapNext steps logged

Frequently asked

Do you sit in on the call?

If useful, silently on Zoom to take notes.

Related

Related services

Appointment Setting

Qualified meetings booked on your calendar - with clean context notes for the AE.

Reporting & Documentation

Weekly reports and living documentation your team actually uses.

Ready to hand this off?

Tell me a little about your team and this workstream - I'll come back with fit and a starting plan.

Send an inquiryBook a call