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VC Weekly Meeting Team Hub
The weekly meeting is a ritual of great VCs, where we bring together our collective insights & opportunities, choose priorities, enrich our data, and hold ourselves accountable to getting things done.
This template enables you to do all of that in Coda with a real-time integration using the . You can run your entire process in Coda or switch back & forth with Affinity, your data will sync automagically.
About the Authors
We’re , a partner of Coda who developed this doc with Brian Devaney at .
1 Create your weekly meeting doc
to run your weekly meeting in Coda
This doc works with Affinity CRM. If you’d like to use a different CRM, send us a
a Connect Coda to Affinity with
We’ll take you set-by-step. Hint: click the link 👆
b Set the date for your
Set the date for the upcoming meeting.
c Snapshot your meeting with
Archive your meeting for future reference with a recap that you can email to yourself & attendees.
Each has a personal dashboard for the meeting, including you.
a Network as a team with
Select who you’d like to discuss & take care of your to dos for the upcoming meeting.
b Keep track of commitments with
Report your progress on action items for the upcoming meeting.
3 Invite your team
When you are ready...
Click on the top right of this doc to give your team members access. Go to to invite them to complete their .
Congrats! You’re all set. 🚀
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