Role | Name | Department | Meeting Cadence | Primary Focus | Communication Style |
---|---|---|---|---|---|
Direct Manager | [Name] | Marketing | Weekly 1:1 | Performance, strategy, resources | Direct, data-driven |
Sales Leadership | [Name] | Sales | Bi-weekly | Lead quality, sales alignment | Results-focused |
Marketing Director | [Name] | Marketing | Weekly | Campaign strategy, budget | Strategic, collaborative |
Head of Customer Success | [Name] | Customer Success | Monthly | Customer insights, expansion | Customer-centric |
Role | Name | Department | Meeting Cadence | Primary Focus | Communication Style |
---|---|---|---|---|---|
Product Leadership | [Name] | Product | Monthly | Product roadmap, features | Technical, strategic |
Engineering Director | [Name] | Engineering | Quarterly | Technical capabilities | Technical, precise |
Finance Director | [Name] | Finance | Monthly | Budget, ROI, metrics | Analytical, detail-oriented |
Operations Manager | [Name] | Operations | Quarterly | Process optimization | Efficiency-focused |
Role | Name | Department | Meeting Cadence | Primary Focus | Communication Style |
---|---|---|---|---|---|
CEO | [Name] | Executive | Quarterly | Strategic vision, growth | Visionary, big-picture |
CRO | [Name] | Revenue | Quarterly | Revenue growth, market | Growth-focused |
CMO | [Name] | Marketing | Monthly | Brand, market positioning | Brand-focused |
CTO | [Name] | Technology | As needed | Technical strategy | Innovation-focused |
Type | Organization | Contact | Role | Purpose | Interaction Frequency |
---|---|---|---|---|---|
Technology Partner | [Partner Company] | [Name] | Partnership Manager | Integration, co-marketing | Monthly |
Agency Partner | [Agency Name] | [Name] | Account Manager | Campaign execution | Weekly |
Industry Analyst | Gartner | [Name] | Research Director | Market positioning | Quarterly |
Consultant | [Consulting Firm] | [Name] | Senior Consultant | Strategic expertise | As needed |
Customer Type | Company | Contact | Role | Interview Status | Follow-up Needed |
---|---|---|---|---|---|
Recent Enterprise Customer | [Company] | [Name] | [Role] | ⏳ Scheduled | Yes |
Long-term Customer | [Company] | [Name] | [Role] | ⏳ Scheduled | Yes |
Active Prospect | [Company] | [Name] | [Role] | ⏳ Scheduled | Yes |
Lost Prospect | [Company] | [Name] | [Role] | ⏳ Pending | Yes |
Date | Stakeholder | Meeting Type | Duration | Key Topics | Action Items | Follow-up Date |
---|---|---|---|---|---|---|
Day 1 | Direct Manager | Onboarding | 1.5 hours | Role expectations, KPIs | System access, Week 1 plan | Day 3 |
Day 1 | Marketing Team | Introduction | 30 min | Team structure, projects | Meeting schedule | Day 2 |
Day 2 | Sales Leadership | Deep Dive | 1.5 hours | Sales process, challenges | Lead quality analysis | Day 9 |
Day 2 | Customer Success | Alignment | 1.5 hours | Customer journey | Interview schedule | Day 10 |
Stakeholder | Month 1 | Month 2 | Month 3 | Overall | Key Feedback |
---|---|---|---|---|---|
Direct Manager | TBD | TBD | TBD | TBD | [Feedback notes] |
Sales Leadership | TBD | TBD | TBD | TBD | [Feedback notes] |
Marketing Team | TBD | TBD | TBD | TBD | [Feedback notes] |
Executive Team | TBD | TBD | TBD | TBD | [Feedback notes] |