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Bi-weekly Key Account Check-in Meeting Template

Cross functional stakeholders use this agenda to identify risk and opportunities in portfolios.

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Bi-weekly Key Account Check-in Meeting Template
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About this template

Forecasting churn and growing accounts are two major focuses of this bi-weekly check in between account manager, supervisor and supporting stakeholders.

Updated Jun 15, 2022

Bi-weekly Key Account Check-in Meeting FAQs

How long should a bi-weekly key account check-in meeting be?

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You should initially set your bi-weekly key account check-in meetings for 45 minutes with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have bi-weekly key account check-in meetings?

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Most bi-weekly key account check-in meetings tend to occur bi-weekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a bi-weekly key account check-in meeting?

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5 great things to discuss in your Bi-weekly Key Account Check-in Meeting:

  • Have any key accounts gone dark in the past two weeks?
  • Which accounts are you most worried about and why?
  • What key accounts have potential for growth in the next month?
  • How are you managing time and workload across your accounts?
  • Are there any areas where you need more support and/or resources?

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