MKTG - Stand Ups Template

Standup Structure
Wednesday Noon Meeting (Mountain Time)
Report on Previous Week - weekly pulse

Before the Meeting

Review the dashboard and key performance metrics.
Inbound Leads
Web Visits Conversion Rates: (GA4 Data)
Inbound Lead → Disco
Inbound Lead →Demo
Brand Awareness Impressions
Check progress on action items from the previous meeting.
KPIs vs Tactics
Community is a Tactic not a KPI

Identify any critical issues or roadblocks that need discussion.

Meeting Agenda

1. Key Performance Indicators (KPIs)

Each team member shares 3-5 top-level KPIs they are tracking.
Highlight key trends, insights, and performance shifts.

2. Status Updates on Action Items

Briefly summarize outcomes from tasks assigned in the last meeting.
Note any delays or blockers that need discussion.

3. Highs & Lows

Share up to 4 highlights or challenges from the past week (total, not each!).
Keep it focused on learnings and impact.

4. Challenges & Roadblocks

Bring up any pressing challenges or blockers.
Be as specific as possible so the team can provide meaningful support.

End of Call

Recap key talking points to ensure alignment.
Confirm action items and owners for next steps.

NEW Agenda:
Updates on action items that have been assigned
Vendor campaign performance reports
# of new leads and deals since the previous week
What’s working
What isn’t working
Actions taken to address issues and improve performance
Vendors
L2P
Whitmarsh
There are no rows in this table
Newsletter & Community
Total # of subscribers
Change in subscribers from previous month
Discuss potential synergies with sales team
Network development progress report
# of new thought leaders and influencers added
# of new press contacts added
Notable developments and conversations
Press & Media
Recent press
Progress with active press campaigns
Partner Engagement
New partners
New partner promotion and collaboration campaigns
Results of recent campaigns
Events
Approaching events
Performance report and key learnings from recent events
Performance and progress report for other initiatives
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