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
๐Ÿ“š General
๐Ÿ—„ All
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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ“š General
One-on-one
๐Ÿ—„ 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
๐Ÿ“š General
One-on-one
๐Ÿ—„ All
โš™๏ธ Operations
person
Remote One-on-one Meeting Template



  • How are things going?
  • Whatโ€™s something youโ€™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?
  • Whatโ€™s top of mind right now that we havenโ€™t talked about yet?
View this Template
Remote
One-on-one
๐Ÿ—„ All
๐Ÿ“š General

Free Agenda Templates

33 One-on-one Meeting Templates

One-on-ones are the most important meetings in the calendar. Check out these one-on-one agenda templates, available as PDF, Excel, and Word doc downloads, or free in our meeting 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? Whatโ€™s your comfort level?
View this Template
๐Ÿ—„ All
๐Ÿ“š General
Team
๐Ÿค– Engineering
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
๐Ÿ“š General
Team
๐Ÿ—„ All
person
Weekly Team Meeting Template



  • ๐Ÿ† What went well?
  • ๐Ÿค” What could have gone better?
  • ๐Ÿง— Anything feel more difficult than it should?
  • ๐ŸŒ Do we have any blockers?
  • ๐Ÿคทโ€โ™‚๏ธ From 1-10 how was your week overall?
  • ๐ŸŽง What's your song recommendation for the week?
View this Template
๐Ÿ“š General
๐Ÿ—„ 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
Team
๐Ÿ—„ All
๐Ÿค‘ Sales

Free Agenda Templates

50 Team Meeting Templates

Whether youโ€™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. Available as PDF, Excel, Word doc downloads or in our free meeting 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
๐Ÿ—„ All
Performance
๐Ÿ“š General
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
One-on-one
๐Ÿ“š General
๐Ÿ—„ All
Performance
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
๐Ÿ’™ HR
Performance
One-on-one
๐Ÿ—„ All
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
๐Ÿ’™ HR
One-on-one
Performance
๐Ÿ—„ All

Free Agenda Templates

9 Performance Meeting Templates

From 360 degree reviews to performance improvement plans, check out these effective meeting templates to support performance conversations. Download as PDF, Excel, Word docs, or in our free meeting app.

person
Project Kickoff Meeting Template



  • Project brief
  • Roles and responsibilities
  • Cadence
  • Next steps
  • Q&A
View this Template
๐Ÿ—„ All
One-off
๐Ÿ“š General
Team
person
Team Offsite Meeting Template



  • Objectives โ€“ why weโ€™re here
  • Ground rules
  • Activities/sessions
  • Next steps
View this Template
๐Ÿ“š General
๐Ÿ—„ All
Team
One-off
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
๐Ÿ—„ All
One-off
๐Ÿ’ผ Leadership
Company

Free Agenda Templates

6 One-off Meeting Templates

Whether youโ€™re kicking off a new project or running an annual offsite, the same rules apply: use a meeting agenda. Check out these sample one-off agendas to run better meetings. Download as PDF, Excel, Word docs, or in our free meeting 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
๐Ÿ’ป User-generated
๐Ÿ—„ All
๐Ÿ“š General
Interview
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
๐Ÿ—„ All
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ—„ All
One-on-one
๐Ÿ“š General

Free Agenda Templates

1 Interview Meeting Templates

Hiring is no joke. Improve your odds of hiring the best candidate with these best-in-class interview templates! Try as PDF, Excel, Word doc downloads or in our free meeting 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
๐Ÿ—„ All
Planning
Team
๐Ÿ“š General
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
๐Ÿ—„ All
One-on-one
Planning
person
Sprint Planning Team Meeting Template



  • What wasnโ€™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 ๐ŸŸข๐ŸŸก๐Ÿ”ด 5 min)
  • What was completed last sprint? (5m)
  • Long-term projects Checkin (Quick scoring ๐ŸŸข๐ŸŸก๐Ÿ”ด 5 min)
  • Did anyone go above and beyond last sprint? (5m)
  • Team capacity, updates & availability (5m)
  • Major Issues, Blocks & Bugs (5m)
View this Template
Planning
๐Ÿค– Engineering
๐Ÿ•ต๏ธ Product
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
๐Ÿ“š General
Team
Planning
๐Ÿ—„ All

Free Agenda Templates

6 Planning Meeting Templates

Kick every quarter or year off with valuable feedback from the team. Use these agenda templates to put the best plan in place for your team, every time. Available for download as PDF, Excel, Word docs, or in our free meeting 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
Team
Cross-functional
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
๐Ÿ—„ All
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐ŸŽฏ Marketing
Team
๐Ÿ—„ All
Cross-functional
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
Cross-functional
๐Ÿ—„ All
Team
๐Ÿค‘ 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 cross-functional meetings right within Hypercontext! All available for free as PDF, Excel, Word docs, or in our meeting 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
Team
๐Ÿ•ต๏ธ Product
Retrospective
Agile
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
๐Ÿ—„ All
Retrospective
Team
๐Ÿ“š General
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
๐Ÿง‘โ€๐ŸŽจ Design
๐Ÿค– Engineering
Team
๐Ÿ•ต๏ธ Product

Free Agenda Templates

5 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
๐Ÿ—„ All
๐Ÿ’ผ Leadership
Company
๐Ÿ“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
๐Ÿ“š General
Company
๐Ÿ’ผ Leadership
One-off
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
๐Ÿค‘ Sales
Team
๐Ÿ—„ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ“š General
One-on-one
๐Ÿ—„ 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
๐Ÿ“š General
๐Ÿ—„ All
One-on-one
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿค‘ Sales
Team
๐ŸŽฏ Marketing
Cross-functional

Free Agenda Templates

4 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?
  • Whatโ€™s something youโ€™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?
  • Whatโ€™s top of mind right now that we havenโ€™t talked about yet?
View this Template
One-on-one
Remote
๐Ÿ—„ All
๐Ÿ“š General
person
Remote Team Meeting Template



  • Icebreaker ๐Ÿฅถ
  • How are we tracking against our goals? ๐Ÿ“Š
  • What went well this week? ๐Ÿ‘
  • What could have gone better? ๐Ÿ™Œ
  • What are the biggest blockers stopping us from performing to our fullest potential? ๐Ÿ’ช
  • What do we want to accomplish by our next meeting? ๐Ÿ‘€
  • Who deserves a shoutout? ๐Ÿฅณ
View this Template
๐Ÿ“š General
Team
๐Ÿ—„ All
Remote
person
Remote Scrum Meeting Template



  • What did you do yesterday? ๐Ÿคทโ€โ™‚๏ธ
  • What will you do today? ๐Ÿ‘€
  • What is blocking your progress? ๐Ÿ™…โ€โ™€๏ธ
View this Template
๐Ÿ—„ All
๐Ÿ•ต๏ธ Product
Team
Agile
person
Remote Sales Team Meeting Template



  • ๐Ÿ™ Icebreaker - what are you grateful for this week?
  • ๐Ÿ“ฐ News
  • ๐Ÿ“Š Pipeline update - how are we tracking against pipeline goals?
  • ๐Ÿฅ‡ Team wins for the week
  • ๐Ÿ“š Obstacles, roadblocks, and learnings
  • โœ… Review next steps for the week
  • ๐Ÿจ Guest Speaker
View this Template
๐Ÿ—„ All
Team
๐Ÿค‘ Sales
Remote

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
๐Ÿ—„ All
Team
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ“š General
๐Ÿ—„ 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
๐Ÿ—„ All
๐Ÿ“š General
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
Cross-functional
๐Ÿค‘ Sales
๐Ÿ—„ All
๐ŸŽฏ 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
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
Cross-functional
Team
๐Ÿคฉ Customer Success

Free Agenda Templates

All 161 Templates

Set your team up for success with these professional templates 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. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿค‘ Sales
๐Ÿ—„ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ—„ All
๐Ÿ“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
๐Ÿ“š General
One-on-one
๐Ÿ—„ All
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
Team
๐ŸŽฏ Marketing
๐Ÿค‘ Sales
๐Ÿ—„ 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
๐Ÿ—„ All
Team
๐Ÿคฉ Customer Success
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support

Free Agenda Templates

5 Customer Success Meeting Templates

Set your customer success team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿ—„ All
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ—„ All
๐Ÿ“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
๐Ÿ—„ All
One-on-one
๐Ÿ“š General
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐ŸŽฏ Marketing
Cross-functional
Team
๐Ÿค‘ 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
Cross-functional
๐Ÿคฉ Customer Success
๐Ÿ—„ All
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support

Free Agenda Templates

3 Customer Support Meeting Templates

Set your customer support team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿ—„ All
Team
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ—„ All
One-on-one
๐Ÿ“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
๐Ÿ“š General
๐Ÿ—„ All
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿค‘ Sales
Team
๐Ÿ—„ All
๐ŸŽฏ 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
๐Ÿคฉ Customer Success
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
Team
๐Ÿ—„ All

Free Agenda Templates

1 Design Meeting Templates

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

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
๐Ÿ—„ All
Team
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ“š General
๐Ÿ—„ 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
๐Ÿ“š General
One-on-one
๐Ÿ—„ All
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿ—„ All
๐Ÿค‘ Sales
Cross-functional
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
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
๐Ÿคฉ Customer Success
Cross-functional
๐Ÿ—„ All

Free Agenda Templates

10 Engineering Meeting Templates

Set your engineering team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them free in our meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿ—„ All
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ—„ All
๐Ÿ“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
๐Ÿ—„ All
๐Ÿ“š General
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿ—„ All
๐ŸŽฏ Marketing
๐Ÿค‘ Sales
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
๐Ÿ—„ All
Team
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support

Free Agenda Templates

35 General Meeting Templates

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

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
๐Ÿ—„ All
Team
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
One-on-one
๐Ÿ—„ All
๐Ÿ“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
๐Ÿ“š General
๐Ÿ—„ All
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
Cross-functional
๐Ÿค‘ Sales
Team
๐ŸŽฏ 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
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
Team
๐Ÿคฉ Customer Success
๐Ÿ—„ All

Free Agenda Templates

10 HR Meeting Templates

Set your HR team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿค‘ Sales
Team
๐Ÿ—„ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ—„ All
One-on-one
๐Ÿ“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
๐Ÿ—„ All
๐Ÿ“š General
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿค‘ Sales
Team
Cross-functional
๐Ÿ—„ 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
๐Ÿคฉ Customer Success
Cross-functional
๐Ÿ—„ All

Free Agenda Templates

9 Exec & Leadership Meeting Templates

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

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
๐Ÿ—„ All
Team
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ“š General
One-on-one
๐Ÿ—„ 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
๐Ÿ—„ All
One-on-one
๐Ÿ“š General
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
Team
๐ŸŽฏ Marketing
๐Ÿ—„ All
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
๐Ÿ—„ All
Team
๐Ÿคฉ Customer Success

Free Agenda Templates

6 Marketing Meeting Templates

Set your marketing team up for success with these professional templates that have been battle-tested by the pros. Run organized meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿ—„ All
Team
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
One-on-one
๐Ÿ—„ All
๐Ÿ“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
๐Ÿ—„ All
๐Ÿ“š General
One-on-one
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿค‘ Sales
๐ŸŽฏ Marketing
Cross-functional
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
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
Team
Cross-functional
๐Ÿคฉ Customer Success

Free Agenda Templates

2 Operations Meeting Templates

Set your operations team up for success with these professional templatesย  that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿค‘ Sales
Team
๐Ÿ—„ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
One-on-one
๐Ÿ“š General
๐Ÿ—„ 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
๐Ÿ—„ All
๐Ÿ“š General
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
Team
๐Ÿค‘ Sales
๐ŸŽฏ 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
๐Ÿ—„ All
Cross-functional
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support

Free Agenda Templates

7 Product Meeting Templates

Set your product team up for success with these professional templates that have been battle-tested by the pros. Run effective meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿ—„ All
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ—„ All
๐Ÿ“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
๐Ÿ“š General
๐Ÿ—„ All
One-on-one
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿค‘ Sales
Team
๐ŸŽฏ 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
๐Ÿคฉ Customer Success
๐Ÿ—„ All
Cross-functional
Team

Free Agenda Templates

23 Sales Meeting Templates

Set your sales team up for success with these professional templates that have been battle-tested by the pros. Run productive meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿ—„ All
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ“š General
One-on-one
๐Ÿ—„ 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
๐Ÿ“š General
One-on-one
๐Ÿ—„ All
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿค‘ Sales
๐ŸŽฏ Marketing
Cross-functional
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
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
๐Ÿคฉ Customer Success
Cross-functional
๐Ÿ—„ All

Free Agenda Templates

108 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 meetings without the hassle of creating a new template every time you meet. Access them in our free meeting app, or download as a PDF, Excel, or Word doc.

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
๐Ÿ—„ All
Team
๐Ÿค‘ 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 youโ€™re getting enough feedback on your work? If not, where would you like more feedback?
  • What is one thing youโ€™d like to do more of outside of work this coming month?
View this Template
๐Ÿ“š General
One-on-one
๐Ÿ—„ 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
๐Ÿ—„ All
One-on-one
๐Ÿ“š General
person
Sales and Marketing Meeting Template



  • ๐Ÿฅถ Icebreaker
  • ๐Ÿ“ฐ News and updates
  • ๐Ÿ“† Key dates to keep in mind
  • ๐Ÿ“Š Performance to SLAs
  • ๐Ÿ“ž Highlight: Share key snippets of a recorded customer call
  • ๐Ÿ“ˆ Feedback: Which campaigns are driving the best leads?
  • ๐Ÿ—ฃ Feedback: What are prospects saying we should focus on more?
  • ๐Ÿ“š Feedback: Which materials would you like to see more of?
View this Template
๐Ÿค‘ Sales
๐Ÿ—„ All
Cross-functional
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
๐Ÿคฉ Customer Success
๐Ÿ‘ฉโ€๐Ÿ’ป Customer Support
Team
Cross-functional

Free Agenda Templates

7 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 app.

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