person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
First One-on-one Meeting with a New Employee Template



  • What do you like to do outside of work?
  • How do you like to communicate? (Phone, email, Slack, etc.)
  • What time of day do you do your best work?
  • What kind of projects are you most excited to work on?
  • What are your 1 year, 3 year, and 5 year career goals?
  • What does success look like for you in 30 days?
  • When and how frequently would you like us to have one-on-ones?
View this Template
πŸ—„ All
βš™οΈ Operations
πŸ“š General
One-on-one
person
Remote One-on-one Meeting Template



  • How are things going?
  • What’s something you’re really jazzed about outside of work?
  • What have you been working on this week?
  • What has been the work highlight/lowlight from the past week?
  • What are you working on next week?
  • Where do you need help?
  • Are you happy with our level of communication? How would you change it?
  • What’s top of mind right now that we haven’t talked about yet?
View this Template
πŸ—„ All
Remote
One-on-one
πŸ“š General

Free Agenda Templates

28 One-on-one Meeting Templates

One-on-one meetings are the most important opportunities for leaders to exchange two-way feedback with their team and discuss growth and development. Check out these templates submitted by best-in-class managers to make the most of this time with your team and manager! Available for your next one-on-one in PDF, Excel, Word docs downloads or try our free meeting note app.

person
Scrum Team Meeting Template



  • Blockers
  • What did you do yesterday?
  • What are your goals for today?
  • How close are we to hitting our sprint goals? What’s your comfort level?
View this Template
πŸ•΅οΈ Product
πŸ€– Engineering
πŸ“š General
πŸ—„ All
person
45 Minute Team Meeting Template



  • Metrics (10 min)
  • Round table plan (20 min)
  • What are the biggest blockers stopping us from performing to our fullest potential? (10 min)
  • Who deserves a shoutout? (5 min)
View this Template
πŸ“š General
πŸ—„ All
Team
person
Weekly Team Meeting Template



  • πŸ† What went well?
  • πŸ€” What could have gone better?
  • πŸ§— Anything feel more difficult than it should?
  • 🐌 Do we have any blockers?
  • πŸ€·β€β™‚οΈ From 1-10 how was your week overall?
  • 🎧 What's your song recommendation for the week?
View this Template
πŸ“š General
πŸ—„ All
Team
person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team

Free Agenda Templates

45 Team Meeting Templates

Whether you’re a new manager running your first team meeting or a seasoned veteran looking to spice up your existing meetings, check out our team meeting agendas to help spark professional, organized, and productive conversations. Use for free with our PDF, Excel, Word doc downloads or in our free meeting note software.

person
Quarterly Performance Review Meeting Template



  • Self assessment and peer feedback review
  • Performance against objectives
  • Wins, strengths and opportunities to grow
  • Areas for improvement
  • Concerns, questions and clarification
View this Template
πŸ’™ HR
πŸ—„ All
Performance
One-on-one
person
Salary Review Meeting Template



  • Recap of company compensation philosophy (5 min)
  • The update (5 min)
  • The details (10 min)
  • How does that update feel to you? (10 min)
  • Questions? (15 min)
View this Template
πŸ—„ All
πŸ“š General
Performance
One-on-one
person
Performance Improvement Plan Meeting Template



  • What is a PIP, and why now? (15 min)
  • Timeline of the PIP process (10 min)
  • Expectations for each stage (20 min)
  • Questions and clarifications (15 min)
View this Template
πŸ—„ All
One-on-one
Performance
πŸ’™ HR
person
Biannual Performance Review Template



  • Performance against team and individual goals
  • Ability to live out company values
  • Discuss your strengths (manager and peer feedback)
  • Discuss your areas for improvement (manager and peer feedback)
  • Major accomplishments in the last 6 months
  • What's needed to help you improve?
  • What are your professional goals for the next 6 months? Year?
View this Template
πŸ’™ HR
One-on-one
πŸ—„ All
Performance

Free Agenda Templates

7 Performance Meeting Templates

From 360 degree reviews to performance improvement plans, check out these professional agenda templates to discuss the good and the ugly when it comes to performance conversations. Free as PDF, Excel, Word docs, or in our free meeting note app.

person
Project Kickoff Meeting Template



  • Project brief
  • Roles and responsibilities
  • Cadence
  • Next steps
  • Q&A
View this Template
One-off
πŸ—„ All
πŸ“š General
Team
person
Team Offsite Meeting Template



  • Objectives – why we’re here
  • Ground rules
  • Activities/sessions
  • Next steps
View this Template
Team
πŸ—„ All
One-off
πŸ“š General
person
Company Quarterly Kickoff Template



  • What are we going to be talking about today?
  • What happened last quarter? (Highlight wins, setbacks, etc)
  • What did we learn?
  • What are we going to do about it? (Our goals)
  • What's upcoming?
View this Template
Company
πŸ’Ό Leadership
πŸ—„ All
πŸ“š General

Free Agenda Templates

3 One-off Meeting Templates

Whether you’re kicking off a new project or running an annual offsite meeting, the same rules apply: use an agenda. Check out these one-off agendas to run effective meetings. Download for free as PDF, Excel, Word docs, or try our free meeting note app.

person
Phone Screen Interview Template



  • What are your career goals?
  • What are you really good at professionally? Please give me some examples.
  • What are you not good at or not interested in? Please give me some examples.
  • Who were your last 2-3 bosses, and how will they each rate your performance when we talk with them (1 is low, 10 is high)? Why?
  • What do you want to get out of the role?
  • Where are you at in your job search?
View this Template
Interview
πŸ—„ All
πŸ“š General
πŸ’» User-generated
person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
One-on-one
πŸ—„ All

Free Agenda Templates

1 Interview Meeting Templates

Hiring is no joke. It’s expensive, draining, and when not done right, an absolute nightmare for everyone involved. Improve your odds of hiring the best candidate with these best-in-class interview templates! Try for free as PDF, Excel, Word docs downloads or in our free meeting note app.

person
Brainstorming Meeting Template



  • Objectives (5 min)
  • Ground rules & housekeeping (5 min)
  • Activity (20 min)
  • Round robin (15 min)
  • Idea voting (10 min)
  • Next steps (5 min)
View this Template
πŸ—„ All
Team
πŸ“š General
Planning
person
OKR Goal Setting One-on-one Meeting Template



  • OKR review for last quarter: Where did we succeed? Where did we fall short? What did we learn?
  • What are 3-5 things you want to accomplish in the next quarter?
  • What key things need to happen in order to achieve those 3-5 goals?
  • What resources, tools and budget do you need to achieve your goals?
  • What could happen in the upcoming quarter that would prevent you from hitting your goals?
View this Template
One-on-one
Planning
πŸ—„ All
person
Sprint Planning Team Meeting Template



  • What wasn’t completed last sprint? (5m)
  • Reprioritize and assign tasks/tickets for this sprint (30 min)
  • Any other issues/concerns?
  • Goals / OKR / KPIs Checkin (Quick scoring πŸŸ’πŸŸ‘πŸ”΄ 5 min)
  • What was completed last sprint? (5m)
  • Long-term projects Checkin (Quick scoring πŸŸ’πŸŸ‘πŸ”΄ 5 min)
  • Did anyone go above and beyond last sprint? (5m)
  • Team capacity, updates & availability (5m)
  • Major Issues, Blocks & Bugs (5m)
View this Template
Team
Planning
πŸ—„ All
Agile
person
Quarterly Planning Meeting Template



  • Retro on last quarter
  • Laundry list brainstorm: With unlimited time and budget, what would you do to move the needle next quarter?
  • What of the above will have a direct impact on our goals? How?
  • What is happening throughout the quarter (events, absences, org. changes) that we need to factor into our planning?
  • What obstacles could arise in the next quarter that would prevent us from achieving our goals?
View this Template
Team
πŸ—„ All
Planning
πŸ“š General

Free Agenda Templates

5 Planning Meeting Templates

Kick every quarter or year off with valuable feedback from the team. Whether you’re running retros or kickoffs, put the best plan in place for your team every time with these planning meeting templates. Explore for free as PDF, Excel, Word docs downloads or in our free meeting note app.

person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Cross-functional
🀩 Customer Success
πŸ—„ All
πŸ‘©β€πŸ’» Customer Support
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
🎯 Marketing
person
Sales and Support Team Sync Template



  • Icebreaker
  • Ongoing suggestions to improve sales and support handoff
  • Customer feedback: What are customers most excited and frustrated by?
  • Goals: How are we tracking against them?
  • Sales update: Important accounts support should keep top of mind
  • Support update: Accounts that need attention from sales
View this Template
πŸ—„ All
Cross-functional
Team
πŸ€‘ Sales

Free Agenda Templates

3 Cross Functional Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective meetings right within Hypercontext! All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sprint Retro Meeting Template



  • Demo (20-30 min)
  • Product acceptance and change requests (10 min)
  • What went well? (5 min)
  • What could have gone better? (5 min)
  • Things to look out for in the future? (5 min)
  • Who deserves a shoutout? (5 min)
  • Demo day prep: What are we presenting? (5 min)
View this Template
πŸ€– Engineering
Agile
πŸ—„ All
Retrospective
person
Retrospective Meeting Template



  • Review goals of the project - did we hit them?
  • What should we START doing?
  • What should we STOP doing?
  • What should we KEEP doing?
  • How do we feel things went?
View this Template
πŸ—„ All
πŸ“š General
Team
Retrospective
person
Sailboat Retrospective Meeting Template



  • Sun Example: When the bug popped up we all solved it together. Made me feel like we're a great team.
  • Anchor Example: We didn't confirm our plans with all stakeholders before starting work. This made us underestimate what was involved and means we need to start again.
  • Wind Example: When we updated our framework there were a few new functions that allow us to do more, faster.
  • Rock Example: We have a critical team member who is going on mat. leave in the coming weeks. We need to plan around that.
  • Reminder of Sprint Goals (If needed: https://hypercontext.com/goal-examples)
  • Review all next steps
View this Template
πŸ—„ All
πŸ§‘β€πŸŽ¨ Design
πŸ€– Engineering
Retrospective

Free Agenda Templates

3 Retrospective Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective meetings right within Hypercontext! Reflect with your team in our free meeting note app or download as PDF, Excel, Word docs.

person
All-hands Meeting Template



  • Broader vision
  • State-of-the-nation metrics
  • Customer and employee updates
  • Reminders
  • Cameo
  • AMA (Ask Me Anything)
View this Template
Team
πŸ—„ All
πŸ“š General
πŸ’Ό Leadership
person
Company Quarterly Kickoff Template



  • What are we going to be talking about today?
  • What happened last quarter? (Highlight wins, setbacks, etc)
  • What did we learn?
  • What are we going to do about it? (Our goals)
  • What's upcoming?
View this Template
Company
πŸ“š General
πŸ—„ All
πŸ’Ό Leadership
person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
Team
πŸ—„ All
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
🎯 Marketing
Cross-functional
πŸ€‘ Sales

Free Agenda Templates

2 Company Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective meetings right within Hypercontext! All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Remote One-on-one Meeting Template



  • How are things going?
  • What’s something you’re really jazzed about outside of work?
  • What have you been working on this week?
  • What has been the work highlight/lowlight from the past week?
  • What are you working on next week?
  • Where do you need help?
  • Are you happy with our level of communication? How would you change it?
  • What’s top of mind right now that we haven’t talked about yet?
View this Template
πŸ“š General
Remote
πŸ—„ All
One-on-one
person
Remote Team Meeting Template



  • Icebreaker πŸ₯Ά
  • How are we tracking against our goals? πŸ“Š
  • What went well this week? πŸ‘
  • What could have gone better? πŸ™Œ
  • What are the biggest blockers stopping us from performing to our fullest potential? πŸ’ͺ
  • What do we want to accomplish by our next meeting? πŸ‘€
  • Who deserves a shoutout? πŸ₯³
View this Template
Remote
πŸ“š General
πŸ—„ All
Team
person
Remote Scrum Meeting Template



  • What did you do yesterday? πŸ€·β€β™‚οΈ
  • What will you do today? πŸ‘€
  • What is blocking your progress? πŸ™…β€β™€οΈ
View this Template
πŸ—„ All
πŸ€– Engineering
Agile
Team
person
Remote Sales Team Meeting Template



  • πŸ™ Icebreaker - what are you grateful for this week?
  • πŸ“° News
  • πŸ“Š Pipeline update - how are we tracking against pipeline goals?
  • πŸ₯‡ Team wins for the week
  • πŸ“š Obstacles, roadblocks, and learnings
  • βœ… Review next steps for the week
  • 🏨 Guest Speaker
View this Template
Remote
πŸ€‘ Sales
Team
πŸ—„ All

Free Agenda Templates

6 Remote Meeting Templates

Get access to meeting templates from the best leaders in tech. Submitted by leaders running effective meetings right within Hypercontext! All available for free as PDF, Excel, Word doc downloads or in our free meeting note app so your team can take notes, document next steps, and contribute in advance — in real time.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Cross-functional
Team
🎯 Marketing
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Cross-functional
Team

Free Agenda Templates

All 81 Templates

Set your team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word doc downloads or try in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
Team
πŸ—„ All
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
Team
🎯 Marketing
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
Cross-functional
Team
πŸ‘©β€πŸ’» Customer Support

Free Agenda Templates

5 Customer Success Meeting Templates

Set your customer success team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. Every template is free as PDF, Excel, Word doc downloads. Also, try them now in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Cross-functional
🎯 Marketing
πŸ€‘ Sales
Team
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
Cross-functional
Team
πŸ—„ All

Free Agenda Templates

3 Customer Support Meeting Templates

Set your customer support team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
Team
πŸ—„ All
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
πŸ€‘ Sales
Cross-functional
🎯 Marketing
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ‘©β€πŸ’» Customer Support
🀩 Customer Success
Team
πŸ—„ All

Free Agenda Templates

1 Design Meeting Templates

Set your design team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. Free as PDF, Excel, Word doc downloads or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Cross-functional
πŸ€‘ Sales
πŸ—„ All
Team
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
🀩 Customer Success
Team
πŸ‘©β€πŸ’» Customer Support
Cross-functional

Free Agenda Templates

7 Engineering Meeting Templates

Set your engineering team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or try our free meeting collaboration software.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
Team
πŸ—„ All
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
πŸ€‘ Sales
Cross-functional
🎯 Marketing
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
Cross-functional
🀩 Customer Success
πŸ—„ All

Free Agenda Templates

35 General Meeting Templates

Set your team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
Team
πŸ—„ All
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
Cross-functional
🎯 Marketing
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ—„ All
Team
Cross-functional
🀩 Customer Success

Free Agenda Templates

8 HR Meeting Templates

Set your hr team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
Cross-functional
🎯 Marketing
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Cross-functional

Free Agenda Templates

8 Exec & Leadership Meeting Templates

Set your exec and leadership team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
Team
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
One-on-one
πŸ“š General
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ€‘ Sales
Team
🎯 Marketing
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
πŸ—„ All

Free Agenda Templates

4 Marketing Meeting Templates

Set your marketing team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
Team
πŸ—„ All
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
Team
🎯 Marketing
πŸ€‘ Sales
πŸ—„ All
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Cross-functional

Free Agenda Templates

2 Operations Meeting Templates

Set your operations team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
Team
πŸ—„ All
πŸ€‘ Sales
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
🎯 Marketing
πŸ€‘ Sales
Team
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Cross-functional

Free Agenda Templates

7 Product Meeting Templates

Set your product team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ€‘ Sales
πŸ—„ All
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
One-on-one
πŸ“š General
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
Team
🎯 Marketing
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Team
πŸ—„ All
Cross-functional
πŸ‘©β€πŸ’» Customer Support

Free Agenda Templates

18 Sales Meeting Templates

Set your sales team up for success with these professional templates from that have been battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
Team
πŸ€‘ Sales
πŸ—„ All
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
πŸ—„ All
One-on-one
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
One-on-one
πŸ—„ All
πŸ“š General
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
Team
🎯 Marketing
Cross-functional
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
Cross-functional
πŸ—„ All
Team
πŸ‘©β€πŸ’» Customer Support

Free Agenda Templates

29 User Generated Meeting Templates

Set your team up for success with these professional templates from that have been created and battle-tested by the pros. Run productive, organized, and effective meetings without the hassle of creating a new template every time you meet. All available for free as PDF, Excel, Word docs, or in our free meeting note app.

person
Sales Team Meeting Template



  • Successes and wins (5 min)
  • Pipeline updates (15 min)
  • Obstacles and roadblocks (5 min)
  • Prospect/lead feedback (5 min)
  • Competitor updates (5 min)
  • Pitch round table (10 min)
  • Guest Speaker (10 min)
  • Icebreaker (5 min)
View this Template
πŸ—„ All
πŸ€‘ Sales
Team
person
Monthly One-on-one Meeting Template



  • What was your work and non-work highlight of the past month?
  • Goals - how are you tracking and feeling about all things numbers/statistics?
  • What, if anything, feels harder than it should be in your day to day work?
  • How have you felt about my level of presence/support over the past month?
  • What is one thing I could experiment with doing differently this month to help you more?
  • Do you feel you’re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing you’d like to do more of outside of work this coming month?
View this Template
πŸ“š General
One-on-one
πŸ—„ All
person
Weekly One-on-one Meeting Template



  • What has been the highlight and lowlight of your past week?
  • Goals - how are you tracking this past week? Any blockers I can help remove?
  • What, if anything, feels harder than it should be in your day to day work?
  • If there was one thing I could do differently to help you more, what would it be?
  • On a scale of 1-10 how happy are you with your work life balance? How can we get closer to 10?
View this Template
πŸ—„ All
πŸ“š General
One-on-one
person
Sales and Marketing Meeting Template



  • πŸ₯Ά Icebreaker
  • πŸ“° News and updates
  • πŸ“† Key dates to keep in mind
  • πŸ“Š Performance to SLAs
  • πŸ“ž Highlight: Share key snippets of a recorded customer call
  • πŸ“ˆ Feedback: Which campaigns are driving the best leads?
  • πŸ—£ Feedback: What are prospects saying we should focus on more?
  • πŸ“š Feedback: Which materials would you like to see more of?
View this Template
πŸ—„ All
🎯 Marketing
Team
πŸ€‘ Sales
person
Customer Success and Customer Support Sync Template



  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?
View this Template
πŸ—„ All
🀩 Customer Success
πŸ‘©β€πŸ’» Customer Support
Team

Free Agenda Templates

6 Agile Meeting Templates

Get access to professional meeting templates for your next scrum, retro, standup, or sprint planning meeting. Submitted by leaders running effective meetings right within Hypercontext! All available for free as PDF, Excel, Word docs, or in our free meeting note app.

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