About this template
Forecasting churn and growing accounts are two major focuses of this bi-weekly check in between account manager and supervisor.
SoapBoxBi-weekly Key Account Check-in Meeting Template
Account managers and supervisors use this agenda to identify risk and opportunities in portfolios.
Use this template for free
Preview 4.7/5 on Capterra
One-on-One
Bi-weekly
45 Minutes
Next Steps Tracker
Drive accountability across your entire team with a built in next steps tracker. Next steps are documented during the meeting, sent out after, and followed up on automatically. Finally, meeting follow-up you don't have to chase.
AI-powered Meeting Insights
Conversational analytics that provide knowledge and resources to have more impactful, meaningful meetings. Run your meeting like a pro!
Suggested Questions
SoapBox will serve up battle-tested and recommended questions/icebreakers to help prompt productive conversations with your team. Quick-add questions to your next meeting agenda and start your next meeting off right.
One-on-one software that makes life easier
Have an amazing bi-weekly key account check-in meeting in SoapBox: a central place for all your team meetings and one-on-ones.
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.