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Weekly Sync Meeting Agenda Template

Run your weekly syncs like a pro with this template curated by award-winning SaaS founder coach, Dan Martell.

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What’s inside Marketing Dan Martell’s Weekly Sync Meeting Template:

1 Time to celebrate

Celebrate it all, internal wins, individual wins, customer wins. There’s no win too small.

2 Manage the measurement

Review your north star metrics and the numbers that matter the most to your team.

3 Focus factor

Rate projects based on progress. Are they ‘red’, ‘yellow’ or ‘green’? Is everything moving according to schedule? If not, what’s at fault? What do they need to get it done?

4The obstacle is the way

Talk about recent issues and challenges in your business.

5 Give it a score

Ask everyone present to rate the meeting by giving it a score from 1 to 10.

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About the author

Dan Martell

Dan Martell is a serial entrepreneur, investor and coach to other 600+ SaaS founders. After building and exiting several companies including Spheric Technologies, Flowtown and Clarity.fm, Dan decided to create SaaS Academy to share what he’s learned about growing a SaaS business.

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    Former Chief Talent Officer, Shopify

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    Head of Customer Success, KeepTruckin

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    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

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