SaaS Board Meeting

Run effective SaaS board meetings with this template by David Sacks – entrepreneur, investor, and general partner of Craft Ventures.

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Meeting Scope
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Meeting type
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Host Role / Title
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Tone of the meeting

CEO Update [3 minutes]

Wins, challenges, learnings, and KPIs

Sales Update [3 minutes]

ARR, deals closed, objections, and forecast

Other Departmental Updates [2 minutes]

Product roadmap and updates from other departments

Financials [1-2 minutes]

Gross margin, financial plans, and operational expenditure

Team [1-2 minutes]

What areas have the greatest need for new hires?

Administrative Matters [5-1 minutes]

Housekeeping and administrative matters

Action Items

What came out of this meeting? What are your next steps?


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