Review / Check-in - Enterprise Software Company Template

Meeting Prep Checklist

Review the meeting attendees and their roles
Check the status of the project
Investigate any unresolved issues
Study the established KPIs and metrics
Familiarize yourself with new software updates or releases
Understand the status of support tickets
Identify potential upselling or cross-selling opportunities
Organize your thoughts about the future plan of the project

Meeting Agenda Template

  • Confirm the attendees and their roles
  • Review progress of the project
  • Discuss any roadblocks or issues
  • Review KPIs and metrics
  • Discuss new software updates/ releases
  • Discuss support tickets and their resolutions
  • Identify opportunities for upselling or cross-selling
  • Review future plans or activities
  • Confirm next steps and action items

Meeting Notes Template

  • Attendees and their roles
  • Status of the project
  • Noted issues and their significance
  • KPIs and metrics
  • New software updates or releases
  • Support ticket status and resolutions
  • Upselling or cross-selling opportunities
  • Future plans and activities
  • Next steps and action items

Meeting Follow-up Checklist

Document the meeting notes and any recording/transcript
Record outcomes in the CRM
Update contacts and opportunities as per the meeting
Send a follow-up email to all attendees summarizing the meeting and assigning action items
Share the meeting summary with the respective teams and colleagues