Writing Clear and Direct Meeting Agendas

If you’re an AE and still sending “Recap Emails” after discovery calls, let me save you 12 months of frustration: You're making a mistake. You are confusing the buyer. You’re flooding them with everything you heard—but not what they need to do next. It feels helpful. It feels “consultative.” But in reality, it kills momentum. Here’s what I teach my AEs instead: Only one thing matters between first meeting and proposal: Progress. Forget the fluff. The notes. The recap. The follow-up should be this simple: “Great meeting with your team. Looks like there’s strong potential to help. As a next step, we’ll need to do a deeper dive into your environment so we can show you a tailored demo and proposal with implementation details and costs. Let’s schedule that session—it should take about an hour. After that, we’ll be ready to deliver a proposal.” That’s it. No persuasion. No selling. Just forward motion. Why does this work? Because: Buyers don’t read your bullet-pointed essays. They don’t remember action items buried in paragraphs. They don’t need more “convincing” before the demo. They need clarity. Ownership. Urgency. And when you stop treating every meeting like a closing opportunity, you’ll finally start getting to the point that matters: Proposal on the table.

How I run sales meetings that lead to next steps 90% of the time. Running a successful sales meeting involves clear communication before, during, and after. Often, attendees aren't sure what to expect, so we have to make sure to set the tone before the call even happens. So I send an agenda 24 hours prior to the call and include the following. • What topics will be discussed • Questions to answer beforehand • Use cases if applicable Also, make sure to do some research about the company so you have context. No one likes an unprepared sales rep. During the call immediately set expectations. • Ask if they have a hard-stop • Refer back to the email to set the agenda for the call • Mention that you did some research and tell them what you found Be an active listener and ask deep discovery questions to uncover pain. As the call wraps up, make sure to leave 7-9 minutes to guide them through the next steps. Here is an example: "Typically, when we see a problem like this, we would most likely include (x person) and (y person) on the next call to discuss how we help in that area. Would Thursday at 10am EST work for you?" I book these meetings directly from Calendly's browser extension while still on the call because it's quick, smooth, and instant. Calendar invites are sent before we end the call so you remove the possibility of being ghosted after. We still have work to do after you nail down the next steps. We ain't done yet. Send a summary email, not to do more selling but to recap for accountability. • What their main goals/priorities are • Timeline • Next steps When you have a system to run better meetings, it leads to great results. P.S. Do you agree with this framework? #BetterMeetings

How I Come Prepared for a 1:1 as a Program Manager at Amazon Most 1:1s are wasted. Vague updates. No agenda. Awkward silence. Then the dreaded…“Anything else?” And you leave thinking, Did we even move anything forward? Here’s how I prep for every 1:1 so it drives clarity, momentum, and trust: 1/ I bring a tight agenda ↳ “3 things: 1 blocker, 1 decision, 1 career check-in” ↳ If I don’t know what I need…why should they? 2/ I come with context ↳ “Here’s the situation, risk, and options…my rec is X” ↳ PMs don’t raise problems. We raise solutions 3/ I flag what’s changed ↳ “Last week we said A…now we’re seeing B” ↳ Keep your manager in the loop before they hear it elsewhere 4/ I ask for perspective ↳ “What’s one thing you’d do differently if you were in my seat?” ↳ Don’t just manage up…learn up 5/ I close with ownership ↳ “Here’s what I’ll do next. Here’s what I need from you.” ↳ Leave with motion, not ambiguity A good 1:1 isn’t a meeting. It’s a leadership accelerator. What’s your #1 rule for making 1:1s useful? ➕ I share tactical operating systems like this weekly: https://lnkd.in/e6qAwEFc

Everyone hates meetings because they’re the default, not the decision. ⏳ We pile people in a room to “figure it out,” with no owner, no pre-work, and a 60-minute calendar block that magically expands to fill itself. The result? Status theater, meandering updates, and nothing that actually moves. Here’s a simple playbook to make meetings not-awful (and actually useful) 🧰 Ask the killer question first: “Could this be async?” – If yes: write a 1-pager, comment in a thread, or record a quick walkthrough. Only meet if there’s real ambiguity or a decision to make. Define the outcome up front. – By the end we will: Decide X, Generate 3 options for Y, or Commit to a plan for Z. If you can’t write that sentence, you’re not ready to meet. Do the pre-work. – Send a one-pager 24 hours ahead. Start with 5 minutes of silent read so everyone begins at context, not catch-up. Invite fewer people. – 2–5 deciders + 1 scribe beats 12 spectators. Everyone else gets notes or a recording. Shorten the slot. – Default to 15 minutes. Add time only if the agenda demands it. Keep a “parking lot” for off-topic items. Assign clear roles. – DRI (owner), Facilitator (keeps time), Scribe (writes decisions), Approver (one person). Many “approvers” = no decision. Close strong. – End with: the decision, owners, deadlines, and the first next step. Ship notes within 10 minutes while context is fresh. Meeting alternatives to try this week: – Decision doc + comments – Async standup (yesterday/today/blockers) – Office hours block instead of recurring status – Living FAQ/playbook page for repeat questions – Annotated screen recording for walkthroughs Copy/paste “Meeting Brief” template: Goal: Type (Decision / Brainstorm / Kickoff / Retro): DRI: Must-have attendees: Pre-read link: Agenda with timestamps: Exit criteria (how we’ll know it worked): Risks / open questions: Next steps (owner + date): If every calendar invite had an outcome, pre-read, and a DRI, most meetings would be half as long and twice as valuable. What’s one change you’ll try this week?

One of the most frequently missed opportunities I’ve seen over the course of my career is the 1:1 meeting with leadership. Too often, these potentially vital touch points become mere status updates about ongoing projects. There are 3 things I do that truly makes these 30 minutes super valuable: 1. Set a crisp and clear agenda for the meeting. Share it beforehand with your leader, whether it's a weekly manager check-in or a skip-level meeting. Break it down into clear sections and start by stating your desired outcomes for those 30 minutes. 2. Tag, categorize, and stack rank each agenda item. I use these 5 categories in all my 1:1 docs: 📌 [Top of Mind] - Exchange of current priorities and pressing concerns 🔔 [Update] - Project progress and OKR tracking 🙏🏼 [Ask] - Where I need help, blockers, advice on tricky situations 📝 [Career] - Growth discussions, aspirations, and development paths 🏃♂️ [Ops] - Tactical discussions, escalations, challenges, and operational needs 3. Track action items. Document specific follow-ups for both you and your leader. These can range from immediate project needs to long-term career development goals. Make sure you don’t just let these go into the void and follow up on them during subsequent 1:1s or over Slack/email. 💡 Pro Tip: Type "@notes" in Google Docs to instantly generate a meeting notes template to help you track your recurring 1:1s. 📲 What is the one key thing you do during 1:1s with your leader (or subordinate) that makes the meeting worthwhile? 

As a VC, here is exactly what I emailed every portfolio CEO before we joined their board: “Most BOD meetings create a huge burden on the CEO and are unproductive. You don’t have to make pretty slides (unless you’re visually inclined). A written memo format works too. Just make sure to send out any BOD materials at least 3 days ahead. Assume everyone has read it in advance so you can focus on the big picture. Think of the BOD meeting as a chance to get free advice on 1-3 strategic topics where you think other BOD members can help you. Aim for less than 20% of the time to be focused on metrics and at least 80% on the strategic topics of your choice. It all starts with how you structure the agenda. Don’t give too much time to the financials & metrics (as long as you sent them out in advance). Here’s an example of a format that can work well: 5m: CEO update 5m: Financial update 5m: Metrics update 5m: Industry updates 20m: Strategic Topic 1 20m: Strategic Topic 2 20m: Strategic Topic 3 10m: CEO & BOD members only discussion An example of some strategic topics to discuss might include: - We have 9 months of cash left, how should we manage burn - Our customer base is too concentrated. Let's chat about diversification. - Privacy policy changes in the industry and our reaction? - Can we get input on next year's proposed annual plan? - Should I promote this internal candidate or go external? - Our team and I are feeling burned out, what are we doing wrong? - I want to pivot the business, let's walk through my plans. Feel free to bring in other executives or fractional leaders if it helps sets context but make sure there’s enough time for just you & the BOD (e.g. the executive session).” No one gave me any of this advice and just expected me to know what to do. I wasted so much time putting together slides and then felt obliged to explain every single metric. It was also so boring for everyone involved. When you focus on strategic topics, you can put your BOD members to work for you and help you think through things that are important to you. It took years and years of making these mistakes until I finally figured out how to use this time wisely… so I truly hope this helps other Founders.

“Let’s have a meeting to talk about meetings,” said no one ever. But maybe we should. A Microsoft global survey found the #1 workplace distraction is inefficient meetings. The #2? Too many of them. Sound familiar? Last week, I led a meeting effectiveness workshop for a team of 15 at the request of their practice leader—who happens to be my husband. His team’s meeting struggles? Rambling discussions, uneven engagement, unclear outcomes, and lack of follow-through. He thought a meeting AI tool might fix it. Nope. AI can help document meetings, but it can’t make people prepare better, participate more, or drive decisions. The fix? It’s not “Have an agenda”. It’s setting the right meeting norms. My husband was hesitant to put me in the late morning slot–worried the team would tune out before lunch. I told him, “Put me in, coach. I’ll show you engagement.” And I did. For 90 minutes, we tackled meeting norms head-on through interactive discussions and small group exercises. Here are 5 norms they worked through to transform their meetings: 1️⃣ 𝗦𝗲𝘁 𝗰𝗹𝗲𝗮𝗿 𝗰𝗿𝗶𝘁𝗲𝗿𝗶𝗮 𝗳𝗼𝗿 𝗵𝗮𝘃𝗶𝗻𝗴 𝗮 𝗺𝗲𝗲𝘁𝗶𝗻𝗴. An agenda is a list of topics. A purpose answers: What critical decision needs to be made? What problem are we solving? Why does this require a discussion? If you can’t summarize the purpose in one sentence with an action verb, you don’t need a meeting. 2️⃣ 𝗕𝗲 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻𝗮𝗹 𝗮𝗯𝗼𝘂𝘁 𝘄𝗵𝗼’𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗿𝗼𝗼𝗺. Some discussions only need two people; others require a small group or the full team. Match the participants and group size to the topic and purpose.  3️⃣ 𝗗𝗲𝗳𝗶𝗻𝗲 𝘄𝗵𝗮𝘁 𝗮𝗻𝗱 𝗵𝗼𝘄 𝘁𝗼 𝗽𝗿𝗲𝗽𝗮𝗿𝗲. Before the meeting, define the problem or goal. Identify potential solutions. Recommend one. Outline your criteria for selecting the solution(s). Back it up with data or other relevant information. Preparation = productivity. 4️⃣ 𝗔𝘀𝘀𝗶𝗴𝗻 𝗮 𝗳𝗮𝗰𝗶𝗹𝗶𝘁𝗮𝘁𝗼𝗿 𝘁𝗼 𝗺𝗮𝗻𝗮𝗴𝗲 𝘁𝗵𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻. A good facilitator keeps conversations on track, reins in tangents, and ensures all voices –not just the loudest–are heard. Facilitation matters more than the agenda. 5️⃣ 𝗘𝗻𝗱 𝘄𝗶𝘁𝗵 𝗰𝗹𝗲𝗮𝗿 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀. Summarize decisions. Assign action items. Set deadlines. Follow-up to ensure accountability and progress. A meeting without follow-through is just wasted time. The outcome of the workshop? 100% engagement. (One person even admitted she normally tunes out in these things but stayed engaged the entire time!) More importantly, the team aligned on meeting norms and left with actionable steps to improve. Want better meetings? Set better norms. Focus on facilitation. What’s one meeting tip that’s worked well for your team?

I helped a COO cut delivery delays by 92% with one focused, 30 minute review a week. But it didn’t start that way. When I first met him, the teams were spending hours a week talking about priorities and alignment. They didn’t need that much time, They just didn’t know any different. Before I begin, a few terms I want you to be familiar with: Big Rocks - These are the most important goals of the week. We specify them, give a good definition of done, go over any questions, and then delegate them. Blockers - Anything that makes our big rocks impossible. These must be cleared ASAP. Openings - Optimizations that come up during our review, and are worth pursuing at this time. If they’re good ideas, but not worth pursuing now, we can still list them without an owner. With those out of the way, here is my condensed agenda for the most important meeting of the week: 1. Review last week Go over each Big Rock with the owner, as well as its status. If it’s still in progress, the owner should have an estimated completion date. If it’s too big to estimate, it’s too big of a rock. Chip it down. If it’s blocked, a fix needs to be identified and assigned with a deadline (more on that later). 2. Decide this week’s big rocks These are high leverage activities that will make everything else you do easier. They should be needle movers, not just busy work. As each is decided, discuss them in enough depth that everyone knows what the ideal outcome is, and how they can help deliver it. Clearly assign one owner to each rock. Confirm that they understand the outcome, and that all their questions have been answered. Document a clear first step so everyone knows how the ball is going to get rolling. 3. Blockers As you’re discussing past and future rocks, blockers will surface. These MUST be documented and assigned with clear deadlines. They should be assigned to the person who can clear them and 80% of the time that should NOT be you. If you’re having blockers assigned to you often, have someone shadow you on them a few times so you can eventually delegate to them. 4. Openings Throughout the discussions, opportunities for optimizations will also come up. These should only be pursued if 1) an attendee (not you) volunteers to take them on, and has the bandwidth to do so, or 2) they clearly tie back to a bigger objective that is already present. These are stretch goals unless they specifically become big rocks. Once they’re agreed on, assign an owner to them along with a clear next step so there’s a push to get the ball rolling. It may take a few times before ownership reviews like this become natural, but they are the single highest leverage activity you can do in only 30 minutes. I’ve even seen good reviews even start to replace the need for some of the other weekly meetings! 📌 Comment “Review” and I’ll send you my complete guide so you can start saving time too!

Your 1:1 meeting with your Manager is YOUR meeting, so take control and set the agenda. As a leader I love when my direct reports come prepared for our 1:1 meetings - Great CSMs understand that this time is their time, with their leadership team, to discuss what's important to them. Step 1, make sure you have a recurring 1:1 with your leader on the calendar. I am still shocked to hear from CSMs (or any employee) that they don't have regular recurring meetings scheduled. It doesn't have to be 60 minutes every week but find a cadence and duration that work well for the both of you. Leaders will likely have a few things that they want to discuss, so perhaps split the time; give each person an opportunity to discuss what's most important to them. But as a CSM, don't expect your manager to drive this meeting, it's for you, not them. Here's an easy way to manage these 1:1's - Grab a Google Doc (or Word Doc) and create a meeting template for each week - Include the date and then have this agenda framework: 1) Personal Updates - How are you doing this week? 2) Feedback - Solicit feedback from your manager 3) Highs / Lows - What went really well this week and what didn't 4) Business Performance - How are you tracking towards your KPIs or OKRs 5) Customers - Which customers need to be discussed this week; who's doing well or who's struggling; Great time to escalate 6) Career Pathing - Perhaps not a topic for each week but add this every so often to make sure you are both on the same page Fill in each agenda topic with a few bullets to discuss - this does not need to be lengthy, you are going to have a discussion so there is no need to write everything out. Under that put both your names - each of you can add things that don't fit into the areas above but need time to discuss. Easy peasy. This is valuable time for the both of you so use it wisely.

One change that’s sparked remarkable improvements at Launch Potato: A new action-oriented meeting agenda. Here’s the breakdown of our EOS-inspired framework: 1. Ice Breaker (5 min) Starting with an ice breaker sets the tone for the meeting. It helps to shake up nerves and get the energy flowing between team members. Change it up every week to keep things fresh. 2. Quote of the Week Incorporate a motivational quote to inspire the team. We recently pulled this one from the famous football coach Vince Lombardi: "It's not whether you get knocked down. It's whether you get up." 3. Scorecard/Metrics (5 min) Review key metrics. If something’s off track, note the issues to be addressed. 4. Customer Headlines (5 min) Share customer stories, both positive and negative. Drop the negatives into the issues list for discussion later in the meeting. 5. Review Action Items from Last Week Quickly go through the previous week’s action items. If something isn’t yet completed, add it to the issues list. 6. Issues / Opportunities (60 min) This is where the magic happens. Spend the bulk of the meeting solving the biggest problems and sizing up opportunities that will move the business forward. Why This Agenda Works • Clarity and Leadership Everyone knows the agenda and their role in it. Clear leadership ensures issues are resolved quickly. • Action-Oriented Problems are identified, discussed, and solved promptly. No more long-winded discussions that go nowhere. • Productivity and Satisfaction We have seen a significant increase in revenue and team happiness since implementing this structure. The team feels more productive and less stressed. Outcomes - Enhanced productivity - Less stress - Quick resolution of issues - Continuous forward momentum Implement this structure in your meetings, whether remote or in-person, and watch your team’s efficiency and morale take off. Ready to transform your meetings?