![]() E.g., budget meetings, quarterly business reviews, compliance-related meetings, meetings on change management, and so on. Leadership/Board Meetings: These are high-level, high-impact meetings that typically take place between the founders, investors, stakeholders.Team Meetings: Think of the sprints, status updates, brainstorming sessions, feedback sessions, post-mortems, and other types of debriefing sessions that occur within a team.Internal Meetings: These comprise your all-hands meeting, staff meetings, company-wide announcements, and so on.If you aggregate the different types of meetings that take place in the business context, you can bucket them into four broad categories. It ensures that only the essential people are invited for the meeting, and also increases the likelihood of covering all the bases you set out to accomplish. For instance, clearly defined agendas set the right tone for your meetings. If you make it a practice to include agendas for each meeting, you will save everyone’s time and resources from being wasted.īesides cutting down on off-tangent conversations, there are other benefits to having a clear agenda for your meetings. The point is, setting an agenda is like taking a pledge of allegiance to adhere to a meeting’s scope and objectives. We've in fact put together the complete blueprint to make the most of remote meetings in The Remote Meetings Handbook that goes further into the weeds.Ī Tactical Guide To Run Remote Sales and Customer Success Meetings Effectively Overview of our solution and exploratory discussion.Understand Acme’s current challenges and use cases.“Following up on the last email conversation, here’s the agenda for our upcoming video call on Zoom: Add a 3-point bullet agenda in the invite description.Į.g.E.g., “Goal: Learn about Acme’s use case and explore if Avoma can help improve customer retention” Add a one-line goal at the top of the invite description.E.g., “Demo (Zoom Video): Avoma Conversation Intelligence Acme.” Add a brief value proposition in the title.Add the meeting medium (e.g., “video” or “call”) in the title.Put your company name first in the invite title, such as “Demo: AvomaAcme.”. ![]()
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