Executive Meeting — Companion Template — Commercial Leadership Hub

Account

Executive (role)

Date & Time

Decision style

Internal sponsor

Stage / Board date

90-second storyline

Context → problem cost → proposed path → 2–3 asks.

Problem cost (quick math)

Metric affected

Current → Target

Mo/$ impact

Notes

Evidence pack (tick attached)

Pre-read one-pager
Customer reference (name)
Benchmark pack
Pilot data / demo script
Security/Legal appendix

Links

Options & trade-offs

The asks (2–3)

Ask	Owner	Due	Feasibility	Actions

Objections & responses

Objection (verbatim)	Response (evidence)	Follow-up	Owner	Actions

Decisions & next milestones

Decision	Milestone	Date	Calendar hold	Status	Actions

Pre-wire log

Person	Role	When	Key takeaways / concerns	Actions

Attendees & roles

Name	Org	Role (decision/influence)	Action	Actions

Recap email (send within 24h)

Decisions and asks listed Milestones + dates + owners Links to pre-read & evidence

Security/Legal next steps booked Next meeting calendar hold added Internal notes updated (CRM)

Risk log updated (if any) Thank-you sent to EA/CoS Manager notified (if escalations)

Use with the Executive Meeting Playbook. This template aligns to the expanded 90-day rollout: ensure recap is sent in 24h and decision/milestone capture is complete.