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B2B SaaS Board Meeting Template

Run highly structured board meetings where you discuss key milestones, product updates, and opportunities for upcoming quarters.

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What’s inside this B2B SaaS Board Meeting Template:

1 CEO update

A high-level overview of the business. What is going well and where is there room for improvement?

2 Key Milestones

Review milestones achieved in the previous quarter.

3Main KPIs

Adjust accordingly based on your business.

4 HR Status

Discuss any key hires that were made in the past quarter – and who you plan to hire next.

5 Product Roadmap

Discuss new features and what is coming ahead.

6 Next Q Targets

Forecast next quarter discussing Pipeline, Competitive Landscape, and Finances.

7 Q&A

What roadblocks are each team facing?

8 Notepad

Anything to write down?

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About the author

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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