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B2B SaaS Board Meeting Template

Run highly structured board meetings where you discuss key milestones, product updates, and opportunities for upcoming quarters.

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What’s inside this B2B SaaS Board Meeting Template:

1 CEO update

A high-level overview of the business. What is going well and where is there room for improvement?

2 Key Milestones

Review milestones achieved in the previous quarter.

3Main KPIs

Adjust accordingly based on your business.

4 HR Status

Discuss any key hires that were made in the past quarter – and who you plan to hire next.

5 Product Roadmap

Discuss new features and what is coming ahead.

6 Next Q Targets

Forecast next quarter discussing Pipeline, Competitive Landscape, and Finances.

7 Q&A

What roadblocks are each team facing?

8 Notepad

Anything to write down?

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