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Updating Meeting Types and Outcomes

This guide outlines how to properly update meeting types and outcomes in our client agencies’ Company Screen. Following this process helps ensure that all meeting information stays organized, accurate, and useful for our clients.

Purpose of This Process

Keeping meeting types and outcomes up to date allows PPs to maintain a clear and streamlined schedule. It also ensures our clients always have an accurate reference for upcoming and completed meetings.

Desired Outcome of Updating Meeting Types and Outcomes

    By consistently following this process, PPs will be able to:

  • Stay organized with all client-related meetings
  • Keep clients informed about their scheduled sessions
  • Maintain accurate records for internal tracking and reporting

Meeting Types

Onboarding Meetings

Hubspot Meeting Type Avoma Meeting Purpose Avoma Scorecard
Reporting Set Up Call Reporting Set Up Call Initial Reporting Set Up Meeting

Initial Reporting Reveal Meeting

 Initial Reporting Reveal Meeting Initial Reporting Reveal Meeting
Phone Call Review Set Up Phone Call Review Set Up Secret Shopper/Recorded Call Selection Call
Phone Call Review Results Phone Call Review Results Phone Call Review Reveal
Telling The Team Telling The Team Telling The Team
Agency Interview Agency Interview Agency Interview

 

 

Leadership Meetings

Hubspot Meeting Type Avoma Meeting Purpose Avoma Scorecard
2-Year Program Leadership Call – For agencies enrolled in a 2-year program 2 Year Program Leadership Meeting Client Health: Agency Assessment Leadership Call AI
6-Month Program Leadership Call –  For agencies in the Agency Assessment Program 6 Month Program Leadership Meeting Client Health: Agency Assessment Leadership Call AI
Emerging Agency Leadership Call – For Emerging Program agencies Emerging Agency: Leadership Meeting Client Health: Agency Assessment Leadership Call AI

 

  Training Lesson Meetings (Avoma Scorecards Coming Soon)
  1. Efficiency Training Lesson – Agency Efficiency Program
  2. Retention Training Lesson – Agency Retention Program
  3. Sales Training Lesson – Agency Growth/Sales Program


Meeting Outcomes

  • Scheduled
  • Completed
  • Rescheduled

Unacceptable Actions For Updating Meeting Types
and Outcomes

 To maintain accuracy, please avoid the following:

  • Not reviewing scheduled meetings regularly.
  • Forgetting to update the meeting type (Program/Leadership) and outcome after sending a new Zoom invitation.

Steps to Update Meeting Types and Outcomes

  1. Set a weekly task to review and update meeting types and outcomes for all active client programs.
  2. In the Company Screen, navigate to:
    Activities Tab → Meetings Tab → Upcoming Meetings
  3. Locate the meeting you need to update, then select:
    Actions → Edit

      4. Update the Meeting Type to match the correct Program or Leadership meeting.



      5. Update the Outcome to Scheduled.






 

Author of the Article: Angel Guiriba