Meeting Management Software for Agencies
Stay ahead of ever-changing timelines, expectations, and resource needs. Manage your entire project lifecycle—from kickoff to delivery meetings—all in one platform. Achieve complete visibility and control over your marketing agency’s performance.
Deliver Any Project Successfully
Leverage our built-in project management tools to streamline workflows and power your agency.
Prevent Burnout and Resource Shortages
Distribute work efficiently based on capacity and commitments. Forecast staffing needs and make proactive hiring decisions.
Conduct Fewer, More Valuable Meetings
Enhance your meetings with AI-powered transcription, summarization tools, and automated meeting minutes.
Stay in the Loop
Unify tasks and projects under agency initiatives. Equip your team with the information they need to succeed. Track commitments and progress in real-time.
Track What Matters
Consolidate KPIs and metrics into customizable dashboards. Set up alerts to prioritize issues as they arise.
Plan for Growth
Manage your agency team and plan for the growth of your business as roles and skill evolve over time.
How Performance Scoring Helps
With Performance Scoring’s meetings module, you can:
- Stay informed on the latest campaign updates
- Address client feedback and strategize responses
- Review creative and production schedules to meet deadlines
- Implement budget control measures to keep projects on track
- Foster team collaboration and innovation for successful campaigns
- Track meeting attendance and participation
- Automatically generate meeting minutes for documentation and change tracking
- Create action items for follow-up and assign them to projects and client meetings
Get a Demo
Schedule a free, live demo of Performance Scoring and get all your questions answered.
Start a Free Trial
Dive right in and setup an account. It’s free for 30 days. After that, you can cancel any time.
Example Process
Performance Scoring includes meeting and project templates, so your process remains consistant. Here’s an example of using the same Performance Scoring meeting evolves throughout a project’s lifecycle.
Sales Meetings
Sales associates can conduct all initial meetings with the new client using Performance Scoring and document their dicussions with action items for future meetings.
Seamless Hand-off
Because the content and context from all initial sales meetings with the client has been tracked, there’s a seamless and well-informed hand-off between sales, project management, and delivery teams.
Requirements Gathering
Project managers can then gather project requirements from the client, create tasks for any outstanding items. Delivery individuals can even pose questions to be discussed ahead of these meetings.
Project Creation
Specific requirements are passed from those meetings directly to delivery teams. The project is created, tasks assigned, and timelines agreed to. The project plan builds itself.
Work the Process
Project managers can then orchastrate the delivery process. Project status updates from delivery happen in real-time. Tasks for the next sprint are created or updated and assigned, or re-assigned.
Revision Rounds
Client feedback on revisions, changeorders, scope of work updates, and more are recorded and communicated to the individuals that need to know.
Delivery and Feedback
Once the project is complete, close the project and complete the exit survey so every project is even better than the last. Any updates can be made to the meeting or project templates to insure future success.
Rinse and Repeat
Throughout the process, automated meeting minutes document how the project went. Project status and updates are visible to those that need to know. The process is then replicable and consistant.
See for yourself
Request a free, live demo of Performance Scoring, and try it free for 30 days.
The Go-To Platform for Proactive Teams!
What Types of Meetings Benefit from Meeting Management Software?
Not every agency meeting requires a meeting management application. Here’s when it’s most beneficial and when it might be overkill.
Best
Meeting management software is ideal for planning and running:
- Regular team meetings
- Project status update meetings
- Client revision meetings
- Scrum meetings
- Planning meetings
- New hire interviews and Onboarding
- Management meetings
- One-on-ones
- Hiring meetings
- Sales meetings
- Group online training
Fair
Meeting management software can be used, but might be overkill for:
- Quick ad-hoc calls
- Informal relationship-building calls
- Stand-Up meetings
Poor
Meeting management software is not designed for:
- Webinars
- On-demand remote support
- Virtual conferences and large-scale, all-day events
Let's Get Started
Performance Scoring is an online meeting management platform for designing, running, and continuously improving the business meetings that drive your agency’s success.
Get a free, live demo of Performance Scoring, and try it free for 30 days.