B2B SaaS Board Meeting Template

Run highly structured board meetings where you discuss key milestones, product updates, and opportunities for upcoming quarters.

Back Arrow
Go Back
No items found.
Meeting Scope
No items found.
No items found.
Meeting type
No items found.
Host Role / Title
No items found.
Tone of the meeting

CEO update

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

Key Milestones

Review milestones achieved in the previous quarter.

Main KPIs

Adjust accordingly based on your business.

HR Status

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

Product Roadmap

Discuss new features and what is coming ahead.

Next Q Targets

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


Questions from the board or company leaders.

Get started Today

Dive into your best meetings today!

Purpler Dot That Reflects Being Live

Free forever plan

Purpler Dot That Reflects Being Live

No credit card required

Purpler Dot That Reflects Being Live

Cancel anytime