Bi-weekly Key Account Check-in Meeting Template

Cross functional stakeholders use this agenda to identify risk and opportunities in portfolios.

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Bi-weekly Key Account Check-in Meeting Template

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About this template

Forecasting churn and growing accounts are two major focuses of this bi-weekly check in between account manager, supervisor and supporting stakeholders.

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Updated Jun 15, 2022

Bi-weekly Key Account Check-in Meeting FAQs

How long should a bi-weekly key account check-in meeting be?

You should initially set your bi-weekly key account check-in meetings for 45 minutes with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have bi-weekly key account check-in meetings?

Most bi-weekly key account check-in meetings tend to occur bi-weekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a bi-weekly key account check-in meeting?

5 great things to discuss in your Bi-weekly Key Account Check-in Meeting:

Have any key accounts gone dark in the past two weeks?
Which accounts are you most worried about and why?
What key accounts have potential for growth in the next month?
How are you managing time and workload across your accounts?
Are there any areas where you need more support and/or resources?

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One-on-one 🗄 All 🤩 Customer Success 🤑 Sales

Bi-weekly Key Account Check-in Meeting Template

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