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Team meetings

Marketing team meeting template

A marketing team meeting agenda with suggested topics and timing for maximum productivity.

Template author

Andy Crestodina [Source]

About this template

Every marketing team is different, but this agenda template from Orbit Media founder and CEO Andy Crestodina provides a solid foundation to build an hourlong weekly meeting from.

Start with updates, victories, and a big-picture view; analyze current marketing activities and new initiatives; then leave time at the end for action items. Crestodina also recommends viewing Google Analytics dashboards as a team — this is a good way to stay aligned on goals and track what’s actually working.

Marketing Team Meeting Agenda

Brief Updates (10 minutes)

  • Any major issues? 

  • Any victories to celebrate? 

  • Report on the big picture? (Review dashboards) 

Review Current Activities (30 minutes) 

  • What are the outcomes of the actions we are taking? Is it worth the time/cost? 

  • Should we adjust our approach? Need more time? Continue or discontinue that activity? 

  • Did everyone complete their action items from the last meeting? (accountability)

  • Does anyone need help? Can anyone support anyone else’s efforts? 

  • Are we confident as a team that we’re going in the right direction? 

Consider New Initiatives (15 minutes) 

  • Anyone have any new ideas? 

  • Is there evidence that this effort will be worth the time/cost? 

  • Schedule more time to weigh pros/cons and then decide/delegate? 

Action Items (5 minutes) 

  • Who is going to do what before the next meeting?

Source: Andy Crestodina

When to use this template

Use this agenda to run your weekly or bi-weekly marketing meetings, whether you’re a startup team or a more established org. To get the most use out of this template, read Crestodina’s blog post about setting up Google Analytics to track your marketing activities — these will be a key part of the meeting!

And don’t forget to take collaborative notes so you can both record action items and review their completion status in the following meeting (Vowel makes it easy to do this). Team accountability for the win!

Run better meetings with Vowel

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Create an agenda (or use a template!) so everyone is on the same page before the meeting.

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Vowel has one-click recording and transcription, so you can stay focused on the discussion.

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End every meeting with shared notes, links, and action items — all in a post-meeting recap.

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Sales Team Meeting Agenda

1. Brief the team (5 minutes)

  • Company updates that affect sales

  • Follow up on the questions from previous meetings

2. Team discusses their updates and obstacles (10 minutes)

  • Discuss major leads

  • Break down current metrics

  • Status report

  • Listen for potential hurdles

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  • Praise salespeople who appreciate public recognition for specific events

  • Allow others to share appreciation

4. Invite ideas, questions and collaboration (5 minutes)

  • Exchange thoughts and ideas

  • Motivate and encourage your team

5. Decide on next steps (5 minutes)

  • Appoint individuals to follow up on important items from meeting

  • Set expectations for the next meeting

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  • Summarize the meeting & thank everyone for their time

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