• Design Critique Meeting (Inspired by Figma Teams)

    Use this template to hold a Design Critique Meeting for your team. This meeting is a chance for team members to share their work with their peers and receive constructive feedback. This will help team members improve their design skills and create better products.

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  • Daily Stand-Up

    Use this template to hold a Daily Stand-Up for your Design Team. This is a super quick meeting done in 10 to 15 mins for team members to share what they've accomplished since the last meeting, what they're currently working on

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  • Weekly Design Team Meeting

    Use this template to hold a Weekly Design Team Meeting. This meeting is a chance for the team to come together and discuss their progress on current projects, share any updates or changes, and address any issues or concerns that may have come up during the week.

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  • Weekly Warm Up Team Meeting (Inspired by Figma)

    Use this template to hold a Weekly Warm-Up Meeting for your Design Team. This meeting is designed to help team members get their minds in the game before diving into their work for the day.

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  • Client Briefing Meeting

    Use this template to prepare your client before a trial or plea deal to inform them how the legal session will be held. Discuss details about the case and ensure that the client understands their rights during the proceedings.

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  • Legal Negotiation with Client

    Use this template to organize your legal discussion with a client to facilitate your negotiation and reach an agreement. Review all pending topics in detail and finalize the final decision and related documents.

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  • End-of-Year Financial Performance Review

    Use this template to stay up to date with the company’s financial updates and overall status for the whole year.

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  • First Meeting with Finance Team

    Use this template to get to know your finance team, discuss the status of ongoing projects, and set expectations for your upcoming meetings.

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  • First Meeting with Inbound Marketing Team

    Use this template to discuss the main objectives with your team and set expectations for marketing efforts for the upcoming period. Set expectations for the team and encourage them to offer new ideas to improve marketing strategies.

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  • 1 on 1 Catch Up Meeting (Leader with Individual Contributor)

    Use this to template to catch up with your employee to find out their achievements, goals, and challenges. Discuss their goals for the upcoming period and offer your feedback to help support their progress.

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  • Engineering Manager Interview

    Great engineering managers are hard to come by, which is why we formulated this template to help you find the best person for the job.

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  • Software Developer Interview

    Use this template to evaluate the skills and qualifications of potential software developers. This template includes questions to ask about their technical background, experience with specific programming languages and frameworks, and problem-solving abilities.

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  • Account Executive Interview

    Use this template to conduct a thorough interview with potential account executives to assess their qualifications, experience, and fit for the role.

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  • Sales Development Representative (SDR) Interview

    Use this interview-based template to find the right SDR for your Sales team.

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  • Sales Manager Interview

    Looking for a new Sales Manager? Use this customizable template with example questions to help you find the best candidate.

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  • Client Kick-Off Meeting

    Get the client and the team together to complete the client onboarding phase using this kick-off meeting template.

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  • Client Cadence Meeting

    Use this template to regularly touch base with clients, review progress, and address any concerns or issues they may have o build a trusting, collaborative relationship

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  • Client Onboarding Meeting

    Use this template to plan and execute a comprehensive onboarding process for new clients, including an overview of your company's products and services, setting expectations, and establishing communication channels.

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  • Client Hand-Off Meeting

    Use this client hand-off meeting template to hand new clients over to the CS team and ensure the client has a smooth transition from the sales to the CS team.

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  • QBR with Customer

    Use this template to facilitate a quarterly business review (QBR) with a specific customer. This meeting is intended to review the progress and success of the business relationship

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  • One-on-One with Engineering Manager

    Stay up to date with your engineering manager using this one-on-one meeting template.

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  • Engineering Intern Interview

    Discover new talents to intern for your engineering team using the various questions in this template.

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  • Engineering Manager Interview

    Great engineering managers are hard to come by, which is why we formulated this template to help you find the best person for the job.

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  • Software Developer Interview

    Use this template when interviewing software developer candidates to help you assess their skills and find the best one for the job.

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  • Engineering Sprint Planning Meeting

    Use this template to facilitate effective planning and execution of engineering sprints. It covers key topics such as goal setting, task assignments, and progress tracking to ensure that all team members are aligned and working towards a common objective.

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  • First Meeting with Product Manager

    Use this template for your first one on one with the new product manager to get acquainted with each other and collaborate on future projects.

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  • First CPO Meeting with Direct Report

    If you are a new CPO or have a new direct report, the first one-on-one meeting with them is crucial. Use this template to set the grounds for communication and product strategy.

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  • First CEO Meeting with CPO

    If you’re a newly hired CEO, use this template to meet with the CPO to grasp all aspects of the company’s product.

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  • Quarterly Product Strategy

    Use this template to stay up to date with the product strategy every quarter. Discuss insights to improve your strategy and any pending issues facing the team.

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  • Sales Development Representative (SDR) Interview

    Use this interview-based template to find the right SDR for your Sales team.

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  • Sales Manager Interview

    Use this customizable template with example questions to help you find the best candidate.

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  • Sales Coaching Meeting

    Use this template to introduce a meeting to coach and lead the sales team to enhance their performance.

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  • First Sales Meeting with Lead

    Use this template to introduce an overview of the product’s features and benefits for the sales team. Discuss key features backed with statistics that support their value to the customer.

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  • Business-to-Business Company Board Meeting

    Use this template to run a structured board meeting for your non-profit organization. Discuss the mission and vision statements and review important reports by all teams.

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  • Business-to-Business Company Board Meeting

    Use this template to run efficient board meetings for your B2B SaaS company. Learn about the product status, financial aspects, and important resources needed by the teams.

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  • Quarterly Product Strategy

    Use this template to discuss project strategy every quarter to track progress and resolves issues. Review product reports, listen to insights from team leaders, and discuss any issues facing the team members.

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  • Company Acquisition and Mergers

    Use this template for your company’s integration process to facilitate a smooth transition. Clarify the new structure of integrated teams in detail and discuss potential challenges and opportunities.

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  • Board meeting

    Use this template for board meetings to discuss reports, review old and new business, and make important decisions. Review important documents and check the status of finished and upcoming projects.

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  • Project Proposal Meeting

    Use this template to discuss the background of the project, financial aspects, and deadlines and mention your execution strategy. Set expectations for project deliverables, outline your strategy, and assign roles to stakeholders.

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  • Weekly Project Status Meeting

    Use this template to stay up to date with the ongoing project’s status and discuss the team’s finished and pending goals. Discuss the project’s progress and goals for the upcoming period and resolve any issues facing the team.

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  • Project Coordinator Daily Check-In

    Use this template to stay up to date with the ongoing project’s status and discuss the team’s finished and pending goals. Discuss the project’s progress and goals for the upcoming period and resolve any issues facing the team.

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  • Project Check-In Meeting

    Use this template to stay up to date with the ongoing project’s status and discuss the team’s finished and pending goals. Discuss the project’s progress and goals for the upcoming period and resolve any issues facing the team.

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  • One-on-One Meeting with Project Coordinator

    Use this template to check up on the employee’s updates, goals, and objectives in the past period, highlight achievements, and offer support and feedback.

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