One-on-One
Bi-weekly
45 Minutes

About this template 🧰

Forecasting churn and growing accounts are two major focuses of this bi-weekly check in between account manager and supervisor.

Have any key accounts gone dark in the past two weeks? Which accounts are you most worried about and why? What key accounts have potential for growth in the next month? How are you managing time and workload across your accounts? Are there any areas where you need more support and/or resources? NEW ITEMS 1 member Schedule this meeting Bi-weekly Key Account Check-in Meeting

Meeting rating

Encourage team members to rate each meeting after it's finished so you can see how your meetings are trending over time. This is the Meeting Rating question and the pre-defined responses. To change the Meeting Rating question go to your meeting's settings page.

Question

Has your outlook for the future changed?

Responses

🌤Better

Same

Worse

One-on-one software that makes life easier

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Save time

Our meeting management tools make it easy to prep for your bi-weekly key account check-in meeting quickly and easily. Keep your one-on-one as efficient as possible with our shared agendas and integrated meeting minutes.

Boost your productivity

Never lose track of a follow-up item again: our summary feature and action item tracker makes it easy to track decisions and next steps, right in your bi-weekly key account check-in meeting agenda.

Have better conversations

Meaningful conversations happen when everyone in your one-on-one is prepared. Use our suggested items and agenda templates to get the conversation flowing in your bi-weekly key account check-in meeting.

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