Categories
Strategic Meeting
Strategy Offsite Agenda
Bring your leadership team together to align on the business strategy and collaborate on the company’s biggest challenges with this template designed by CEO coach, Dave Bailey.
View templateAnnual Planning Agenda
Use this meeting agenda template to add structure to your work session and to ensure everyone is on the same page during your annual planning meeting.
View templateMeeting Audit Agenda
Conducting a meeting audit using this meeting template will give you a new perspective on which meetings need to change and where there's scope for improvement.
View templateMarketing Proposal Meeting
Are you selling marketing services to your prospects? Use this template to properly close the deal by detailing how you will execute the marketing strategy.
View templateAfter Action Review
Instead of a QBR, some teams usually prefer 'After Action Reviews'. Use our helpful meeting template to focus on these prime factors: what and where the team tried and failed, and which lessons they are taking moving forward. Curated by Rowan Trollope, CEO at Five9.
View templateClient Update Meeting
Prepare a client update meeting agenda that covers the essentials and makes the best use of your client's time. Curated by the team at Adigo.
View templateLead Management Meeting
Use this Hubspot-curated lead management checklist to identify potential buyers and bridge the gap between marketing & sales teams.
View templateBacklog Grooming Meeting
Present user stories, break them up into parts, and vote on the number of points for each story to come up with an estimation.
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