Everyone should be prepared to be on a meeting at any point during business hours. Management or an Account/Project Manager may require you on a call and will add you as needed.
All Meetings Start & End On Time
Most meetings can be done in 30 minutes or less, do not schedule a 1 hour meeting unless it is truly necessary. 15 minute increments are also acceptable.
Do not schedule client meetings back to back, allow yourself at least a 10 minute buffer in between.
Meeting Agenda Is Attached
- ALL meetings must have a meeting agenda
- Agenda needs to be attached to the calendar invite
Calendar Invites
- Title: Elevato & [Client Name] – Meeting Title
- Attendees:
- Client stakeholders
- Necessary team members
- Meeting link
- Zoom or Google Meets
- Agenda attached in description
Attire
All team members are expected to show up to the meeting in business casual or nicer and turn on your camera.
Meeting Recap
- All clients will receive a meeting recap after the call.