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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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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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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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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 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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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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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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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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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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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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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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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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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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Sales Development Representative (SDR) Interview

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

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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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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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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 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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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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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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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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Engineering Intern Interview

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

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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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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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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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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 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 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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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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Sales Development Representative (SDR) Interview

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

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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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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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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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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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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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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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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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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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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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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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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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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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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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