SLT Meeting
0
Delivery risks
0
Growth risks
0
Open actions
0
Actions completed
1 Delivery Exceptions anything that will change our revenue forecast or client perception
2 Sales & Marketing Exceptions anything that is putting our sales targets at risk
3 Progress against previous actions all open & in-progress actions, oldest first
4 Account Review where each key client account stands right now
| Account | Current status | Last contacted | Next action planned | Notes |
|---|
5 Prospecting key target accounts we are working to win
| Target account | Most recent contact | Next planned action | Ultimate goal |
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6 Marketing Performance live campaigns & the Head of Sales update
| Current campaign | Planned duration | Head of Sales update | Notes from verbal update |
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7 General Update policies, awareness, performance, plans for the week ahead
Decisions Log
Capture only key decisions — new policies, strategic shifts, structural change, material spend.
| ID | Date | Decision | Category | Owner |
|---|
Actions Log
Every commitment any person agrees to. One owner, one due date.
| ID | Raised | Action | Due | Owner | Topic | Status |
|---|
Accounts
Latest status for each account, captured from Account Review each time a week is closed. One row per account, overwritten at close. Past Meetings keeps the full week-by-week history.
| Account | Latest status | Last contacted | Next action planned | Notes | As of |
|---|
Prospecting
Latest status for each target account, captured from Prospecting each time a week is closed. One row per target, overwritten at close.
| Target account | Most recent contact | Next planned action | Ultimate goal | As of |
|---|
Past Meetings
Snapshots of every closed agenda. Click to view.