Marketing Tool Integration Minute
Date: [Month Day, Year]
Time: [00:00 AM/PM to 00:00 AM/PM]
Location: [Room / Building Number]
Participants:
[Your Full Name] (Note-taker)
Agenda
Opening Remarks:
[Your Full Name] opens the meeting at 00:00 AM/PM and welcomes the team.
Purpose of Integration:
Current Tool Assessment:
Market Research:
Tool Selection Criteria:
The team discusses and agrees upon criteria for selecting the new marketing tool, including scalability, user-friendliness, and compatibility with existing systems.
Vendor Options:
Integration Plan
The team brainstorms an integration plan, identifying key milestones, responsible team members, and estimated timelines.
Budget Considerations:
[Your Full Name] presents a preliminary budget for the integration project, covering licensing, training, and any additional costs.
Training and Adoption:
Next Steps:
Closing Remarks:
Action Items:
David Miller will need to provide more detailed information on the top two vendor options.
Sarah Johnson will draft a communication plan for the team regarding the upcoming changes.
[Your Full Name] will circulate the proposed budget for final approval.
Next Meeting:
Date: [Month Day, Year]
Time: [0:00 AM/PM to 0:00 AM/PM]
Location: [Room/Building Number]
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