If you’re running a team, it might be useful to have a weekly meeting set up. This requires a bit more work, as you’ll have to add the individuals to the doc, but here’s how I set it up for myself. You can then duplicate this for each team member.
Add topics below, and choose a date to discuss. After items are discussed, check the box to filter them out of view. Check "show completed topics" to see already-discussed topics.
Each team member shares a high, a low, something they need help on, and a learning from the previous week:
This is a view of all opportunities, filtered for the partner manager. Partner managers can update the “Latest Update” column with a traffic light status and talk through any that need support.
This pulls in all meetings the partner manager had from the last week.
Meetings (Last 7 days):