B2B SaaS Board Meeting Template

CEO update

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A high-level overview of the business. What is going well and where is there room for improvement?

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Key Milestones

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Review milestones achieved in the previous quarter.

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Main KPIs

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Adjust accordingly based on your business.

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HR Status

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Discuss any key hires that were made in the past quarter – and who you plan to hire next.

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Product Roadmap

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Discuss new features and what is coming ahead.

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Next Q Targets

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Forecast next quarter discussing Pipeline, Competitive Landscape, and Finances.

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Q&A

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Questions from the board or company leaders.

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