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Active Agenda

Templated to help set discussion topicsーthese may focus more on short-term issuesーbut should keep long-term goals in mind.
After meeting, copy #1-5 below to
Past Agendas
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Enter your 1:1 Slack Channel name here:
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Send Agenda to Slack
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Thursday Apr 28, 2022

1. Log Updates to your Goals
Write your updates on your
Goals
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...
For your reference, your goals are:
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@Complete my certification
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@Lead a key project or initiative
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@Close a $1,000,000+ deal
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2. Sentiment:
😄 Feeling good
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It’s been great to get in the field and start engaging in customer conversations
3. Topics for discussion
Topic
Date to Discuss
Added by
1
Project Update
4/28/2022
Eric Glick
2
Sales Update
4/28/2022
Eric Glick
3
Learning & Development
4/28/2022
Eric Glick
There are no rows in this table
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4. Notes


5. Action Items
Task
Owner
Task stage
Done
Due Date
1
Send Project Update to Slack Channel
Eric Glick
Complete
5/3/2022
2
Create Account Plan for Acme Corp
Eric Glick
In Progress
5/13/2022
3
Sign up for a conference
Eric Glick
Not Started
5/13/2022
There are no rows in this table
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👉 Next up:
Past Agendas
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