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VC Weekly Meeting Team Hub
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Setup
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To Do
Prepare your next
Meeting
Follow the steps to setup your each meeting.
1
Set the date of your meeting
Current
weekly meeting date
🟢 11/7/2022
+ New meeting for 11/14/2022
1
Lead by
Lead by
Brian Sowards
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🎤 Meeting Attendees
🎤 Meeting Attendees
11
Person
Name
Email
Dashboard
Person
Name
Email
Dashboard
1
Brian Sowards
Brian Sowards
brian@supsync.com
Dashboard
2
Jono Bouwmeester
Jono Bouwmeester
jono@supsync.com
Dashboard
3
Becca Faber
Becca Faber
becca@supsync.com
Dashboard
4
Connor McCormick
Connor McCormick
connor@supsync.com
Dashboard
5
Steven Hurtado
Steven Hurtado
steven@supsync.com
Dashboard
There are no rows in this table
Add Attendee
2
Sync with Affinity
Get the latest data manually.
Download Affinity Data
Then, update your Coda tables.
a.
Synchronize Port Cos
b.
Synchronize Deals
1
Affinity Sync
Affinity Sync
Up to date
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3
Set Agenda
Go to
Meeting
to set the agenda for the meeting.
4
Send Reminder to Attendees
Notify meeting participants their
Prep
dashboard is ready for this meeting.
Join our
office hours
for help connecting this to your email or messaging platform.
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