Summary:
more flexible templates that allow insertion of partner-specific content without requiring all template elements. Suggested implementing collapsible content with checkboxes within templates, enabling users to expand relevant sections as needed during meetings. Currently, Fellow offers only 5-6 custom templates with limited editability - users can modify content but not template structure itself.
The "Why":
The team wants to customize meeting preparation based on specific partner contexts without cluttering templates with irrelevant content. They need the ability to add relevant talking points for specific partners on the fly during meetings, rather than having to include every possible element in a static template. This would streamline their meeting preparation process and make templates more contextually relevant for different client interactions.
Created by Shane Bodie
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