Advisor

We have incredibly helpful advisors. To make the best use of our and their time we must always come prepared. All that is needed is a short agenda with specific asks.

Goal

Use the advisor to:

• guide us or solve any difficult outstanding problems we have with the business
• enlist them or their network to help us achieve any goals we might have

Preparation

• Create the meeting using the Advisor template, and filter Action Items to the advisor using the Contact property
• Follow up on any outstanding Action Items from the previous meeting with the advisor
• Add agenda items in order of most impactful to least

Format

• Thank the advisor for their time
• Update them on Sourcery and the Action Items from last time
• Tell them the agenda that they can help with
• Take notes throughout the meeting
• At end of meeting thank them again for their time
• Create Action Items