Monthly
All Hands Team Meeting
Full team meeting over screen share. Each department lead reports their previous month successes, deliveries and statistics along with the plan for the upcoming month. These meeting are held bi-weekly on Monday at 10am PT.
- General Business (Randy)
- Marketing (Chloe)
- Sales (Todd)
- Product & Engineering (Stuart)
- Account Health (Dominic)
- Support (Gisele)
Product
With product leadership (Randy and Stuart) and product oriented board members (Andy, Dave, Ryan). The goal is to report changes, usage, features added to achieve
- Onboarding
- User Interface
- Backend
- Infrastructure
Sales and Marketing
Led by Sales and Marketing leadership and sales oriented team members (Mike Stankus, Mitch Patridge and Ryan Zachary of CVEP as needed).
- Marketing
- Sales
- Account Management
Focus:
- Sales: Review pipeline. Pursuit Drills should be done for each prospect in the pipeline and distributed to meeting attendees prior to sales meeting.
- Marketing: Review marketing calendar and goals. Check benchmarks, month over month progress.
- Account Management: Key customer health and updates, up-sell updates, QBR progress and updates.
Adhoc Meetings
This is when two team members make a time to meet. Both parties should be aware of the meeting topic. Meetings should happen over Google hangouts or in-person.