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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.


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


  • 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


  • 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