<aside> <img src="/icons/info-alternate_yellow.svg" alt="/icons/info-alternate_yellow.svg" width="40px" /> After 15 years of helping SaaS companies find growth in the market, at Inturact, we’ve found that following a proven meeting agenda is the best way to get results from our weekly time together. We get more done in 60 minutes, using this framework, than the traditional meeting. Here is the agenda template we use.

As the meeting leader, please take a few minutes to read through this document and get your team aligned on a new process.

Get the Most Out of Your Weekly Calls

</aside>

Segue (5 min)

  1. Everyone Login to Notion to this Agenda
  2. Share some good news either personal and / or professional

Scorecard (Reviewed Quarterly)

<aside> <img src="/icons/key_yellow.svg" alt="/icons/key_yellow.svg" width="40px" /> First, setup your tracking and analytics here:

</aside>

Get X-Ray Vision Into Your Progress (Tracking & Analytics)

<aside> <img src="/icons/key_yellow.svg" alt="/icons/key_yellow.svg" width="40px" /> Next, you want to assign each of those user metrics along the journey to a specific individual on the team for accountability and put them into a scorecard. Review this scorecard on your meetings.

</aside>

Team Scorecard [Template]

Accountability

<aside> <img src="/icons/light-bulb_yellow.svg" alt="/icons/light-bulb_yellow.svg" width="40px" /> As you fill in your GTM Strategy, put the larger project initiatives here, in a prioritized backlog, to make sure you are singly focused and that you use your meeting time on the right items.

</aside>

Plan Execution Tracking

↓ Click By Status to organize by assignee, priority, or due date. ↓ Click My Tasks to only see tasks assigned to you.

Task Board

Identify Discuss Solve - IDS (45 min)

<aside> 💡 Use this to identify issues at anytime, discuss them together and then solve them. Many issues will be moved to the task board or tasks created from them. As you discuss issues and identify tasks that are blocking you, put those tasks above. Then on the next call, you can hold your team accountable for the tasks they committed to. That way, roadblocks are quickly removed.

</aside>

Identify, Discus & Solve

Conclude (5 min)

<aside> <img src="/icons/key_yellow.svg" alt="/icons/key_yellow.svg" width="40px" /> Review the tasks generated and commit to them.

</aside>

Untitled