Best agenda for weekly syncs (small marketing agency)

beanduncan's profile thumbnail
Hi Natalia, I've been both the managed and the manager here so wanted to share some thoughts! One of the first things I suggest is to have clear space for tactical vs high-level check-ins. I've seen it work where the first half hour/15 minutes is for those general business tasks (i.e. did you follow up with x/where are we at with x deliverable/what's due this week vs next week) and then the second is for the higher level catch up by client (i.e. which clients are happy/looking to potential scale-up/in danger of leaving) and then about the business (i.e. how much are we paying for our marketing tools and are they working/what is our sales pipeline/where are we in our three-month strategy/goals). I've found creating spaces for both helps make sure the whole check in doesn't become just tactics or just venting. I focus on processes and operations for marketing agencies (including my own!) a lot so this is a topic I love to geek out on and would love to be helpful on!