Review / Check-in Template

Meeting Prep Checklist

Review previous meeting notes and action items
Analyze current engagement metrics
Prepare updates on ongoing projects or actions
Identify any potential issues or concerns
Define goals for the coming period
Develop questions for the open discussion

Meeting Agenda Template

  • Start with progress updates since the last meeting
  • Discuss specific achievements and challenges
  • Review Key Performance Indicators (KPIs)
  • Discuss new initiatives or projects
  • Address any pending issues or concerns
  • Discuss product updates or upgrades
  • Plan for the next period and define goals
  • Open discussion and Q&A

Meeting Notes Template

  • Summary of progress updates
  • Notable achievements and challenges
  • Current status of KPIs
  • Notes on new initiatives or projects
  • Detailed report on pending issues or concerns
  • Overview of product updates or upgrades
  • Goals for the next period
  • Response to questions during Q&A

Meeting Follow-up Checklist

Update CRM with meeting notes and outcomes
Send a follow-up email summarizing the meeting and next steps
Update any related deal, opportunity, or account records
Share meeting summary with relevant colleagues or team members
Set a reminder or schedule for the next review/check-in meeting