Weekly Meeting Update

Overview

Weekly Meeting Update is an internal workspace for the selected client. It combines a refreshable performance snapshot with editable meeting notes, meeting tables, custom sections, next-meeting timing, source-document history, automatic prior-update archiving, and a Google Doc export. Booked meetings sync source-backed Platform contact rows within the saved date range. Meetings to review separately syncs contacts booked before the selected period that remain in Meeting Set or Meeting Rescheduled status, excluding the current Booked rows. Live rows in both source sections keep their status and source details synchronized, allow notes to be edited, and stay distinct from manual rows. Authorized staff can change a Live status directly in normal read mode for Booked meetings and Meetings to review, or from Edit update; client views, completed snapshots, and manual rows remain read-only. Each source-backed and manual meeting row includes a Meeting owner field. Read-only tables and the Google Doc export show the owner, source-backed owners remain synchronized and read-only in Edit update, manual-row owners can be edited, and archived source-history details include the owner when available. Edit update offers Last 7 days, Last 14 days, Quarter to date, Year to date, Outreach to date when a launch date exists, and Custom range. Calendar ranges use Eastern Time and are persisted with the update. Uploaded source documents remain attached with their filename, upload time, and extraction status; extracted text and prior snapshots stay in historical context independently of the selected live date range, and the Google Doc export includes that source history and document metadata. An Internal only Client sync notes field autosaves as you type, shows its save state, and stays out of the client-ready view and Google Doc export. In read mode, Report complete freezes the current client-ready update as a dated version with its title, range, metrics, narrative, tables, charts, settings, meeting timing, and completer. Completed reports can be reopened as frozen previews or exported separately, and identical completions do not create duplicates. On wide layouts, the internal Client sync notes card occupies a dedicated far-right rail, separate from the report and meeting-timing column, while you scroll. At narrower desktop widths it remains a right-hand rail while details stack below the report, and on small screens it returns to the normal page flow. Edit mode also includes a Client-ready layout Section order editor for the visible report sections. The saved order is used by the live report, completed snapshots, and Google Doc exports, while Internal only Client sync notes and editing guidance stay outside the client-ready order. When opened by a client, the same client-ready report is view only: editing, refresh, Google Doc export, internal notes, and completed-report export controls are hidden.

How to use this page

Select the client
Choose a client from the Client Switcher. The workspace loads the selected deal's Weekly Meeting Update. If no client is selected, the page asks you to choose one before opening the editor.
Review the performance snapshot
The snapshot shows Outbound dials, Conversations, Meetings booked, Meetings held, Potential meetings, and Emails sent. Each value is marked Auto-updated unless you have entered a manual override. The header shows the last refresh time and the saved date-range label.
Choose and save the date range
In Edit update, use Date range to choose Last 7 days, Last 14 days, Quarter to date, Year to date, Outreach to date when the client has a launch date, or Custom range. Custom range shows From and To date inputs. Both dates are required, use Eastern Time calendar days, cannot end in the future, and must be in chronological order. Save update to persist the selection and recalculate the snapshot for that range.
Arrange the client-ready sections
While editing, use the Client-ready layout Section order editor to arrange the visible client-ready sections. Drag a section by its handle, or use its up and down arrow buttons. Hidden sections keep their saved position. The saved order applies to the live report, completed report snapshots, and Google Doc exports; Internal only Client sync notes and editing guidance stay outside this list.
Override a metric when needed
Type a non-negative value into any metric field to use a meeting-specific manual override. The field changes to Manual override. Click reset beside it to return to the latest platform value, then save the update to keep the override.
Refresh data
The page refreshes metrics automatically when it opens within six hours of the next client meeting. Booked meetings sync from Platform contacts within the saved date range, while Meetings to review syncs older Meeting Set or Meeting Rescheduled contacts booked before that period. Click Refresh data to force the performance snapshot and both live source-table syncs. Refresh reloads the saved update and saved range, so save unsaved narrative, table, note, manual-override, or date-range edits first.
Write the meeting narrative
Fill in What happened, Wins, What is not working, Action items, and Other updates and highlights. These text areas are the editable narrative portion of the update. Use the separate Internal only Client sync notes field for working notes during the sync. It autosaves after a short pause and is excluded from the client-ready view and Google Doc export.
Maintain the meeting tables
Use Booked meetings, Meetings to review, and Potential meetings for structured meeting or prospect notes. Booked meetings includes source-backed Live rows from Platform contacts booked within the selected date range. Meetings to review includes source-backed Live rows booked before the selected period whose status is Meeting Set or Meeting Rescheduled, excluding contacts in the current Booked range. Live rows keep source fields synchronized, allow notes to be edited, and cannot be removed. Click Add row to create a manual row; manual rows remain editable and removable. Save the update after changing manual rows or notes. Both read-only tables include a Meeting owner column. In Edit update, source-backed owner values are synchronized and read-only, while manual rows have an editable Meeting owner field. Export to Google Doc includes the column.
Track meeting owners
Use the Meeting owner column to see who owns each source-backed meeting. Source rows show the synchronized owner and keep that field read-only in Edit update. Manual rows can be given or corrected an owner before you save. Archived source-history details include the owner when one is available.
Update a live source-row status
For an authorized staff view, use the Live status selector on a source-backed row in Booked meetings or Meetings to review, either directly in normal read mode or in Edit update. Choose an available meeting status to update the underlying Platform contact immediately; the saved status label then appears in the table. Client views, completed report snapshots, and manual rows do not expose this live selector. Other source fields are read-only, notes remain editable, and live rows cannot be removed.
Add custom sections
Click Add section under Custom sections for client-specific context. Give the section a title and body, and use its trash button to remove it. Custom sections are saved with the update.
Set the next client meeting
Use the Next client meeting date and time field in Meeting timing. The stored value is shown below the field and helps determine when automatic metric refresh should occur.
Review saved history
In Source history, click Open history to review saved text. Newer saved snapshots and extracted source text stay together in newest-first order, while earlier history remains below. Changing the selected live metric/date range does not trim this history. During a live-row sync, a Booked row that ages past seven days can move into Meetings to review if it remains Meeting Set or Meeting Rescheduled. A source row that leaves both active windows is removed, and its notes are prepended to Source history once. Completed report versions are also listed in Source history; use their version entry to jump to the frozen report list.
Keep source documents with the update
While editing, click Upload source and choose a .doc, .docx, .pdf, .txt, .csv, or .xlsx file. The original file stays attached, and extracted text is prepended to Source history. When history is open, the uploaded source documents list shows each filename, its upload date and time, its extraction status, and a Download original link. Uploaded history remains available when you change the selected live date range.
Save or export the update
Click Save update to persist the narrative, metric window and overrides, meeting rows, custom sections, and next meeting time. A qualifying save also prepends the prior snapshot to Source history. Click Export to Google Doc to create the current update as a Google Doc and open it in a new tab. The document includes the update metrics, written sections, retained source-history text, and uploaded source-document metadata. Each completed report row also has its own Export button for that frozen version. These save and export controls are staff-only; clients receive the view-only report.
Complete and revisit a report
When the update is ready for client review, click Report complete in read mode. SalesHive freezes the current title, date range, metrics snapshot, narrative, tables, charts, section settings, meeting timing, and completed-by details as a dated report version, then adds it to Completed reports and Source history. If the exact current version is already complete, the page reports that instead of creating a duplicate. Click a version row to open its frozen preview, or click its Export button to create a Google Doc for that saved version.
Capture internal client sync notes
Type working notes in Client sync notes in the dedicated right-hand rail. The field saves automatically after you pause, shows Saving, Saved automatically, or Save failed, and retries when you edit after an error. These notes are internal only and are excluded from the client-ready view and Google Doc export. On wide layouts, the rail stays separate from the report and meeting-timing column while you scroll. At narrower desktop widths it remains on the right while details stack below the report; on small screens it returns to normal page flow.
View a client-ready update as a client
Clients see the selected Deal's client-ready sections in a view-only layout. The header is marked view only, staff refresh and editing controls are hidden, the internal Client sync notes rail is not shown, and completed reports can be opened without the staff export action.

What the buttons do

Client Switcher: Selects the client deal whose internal Weekly Meeting Update you are editing.
Refresh data: Forces a new performance snapshot and synchronizes Booked meetings within the saved date range plus Meetings to review from contacts booked before that period and still in Meeting Set or Meeting Rescheduled status. Save unsaved edits, including a new date range, before using it.
Export to Google Doc: Creates a Google Doc from the current update, shares it through the normal company Google Drive access, and opens it in a new tab. The document includes current metrics, narrative sections, meeting tables, retained Source history text, and uploaded source-document metadata.
Save update: Stores the current narrative, date range and overrides, meeting rows, custom sections, and next meeting time. A qualifying save also prepends a dated prior snapshot to Source history.
Date range: Chooses and persists the automatic metric range: Last 7 days, Last 14 days, Quarter to date, Year to date, Outreach to date when available, or Custom range with From and To dates in Eastern Time.
Metric value: Edits a metric for this update. A changed value becomes a manual override until reset.
reset: Removes one manual metric override and returns that metric to its latest platform value.
Add row: Adds a manual editable row to Booked meetings, Meetings to review, or Potential meetings. Source-backed rows in the first two sections arrive through the live sync.
Remove row: Removes a manual meeting-table row. Source-backed Live rows in Booked meetings and Meetings to review cannot be removed.
Add section: Adds a title and body editor under Custom sections.
Remove custom section: Deletes one custom section from the current update before you save.
Next client meeting: Sets the date and time used for the displayed meeting timing and automatic refresh window.
Open history / Collapse history: Expands or hides Source history. Newer saved archives and uploaded extracted text appear at the top, and changing the selected live date range does not remove them. Open history also shows attached source filenames, upload times, extraction statuses, and Download original links.
Upload source: Attaches a .doc, .docx, .pdf, .txt, .csv, or .xlsx source document, preserves the original with upload metadata, and prepends extracted text to Source history when available. The history remains independent of the selected live date range.
download original: Downloads the original source document attached to the update. The history list also shows its filename, upload date and time, and extraction status.
Live source rows: Source-backed rows synchronized from Platform contacts. Booked meetings shows contacts booked within the selected date range. Meetings to review shows contacts booked before that range who remain in Meeting Set or Meeting Rescheduled status. Source fields are read-only, matching notes are retained, and a Live tag identifies the rows. Meeting owner is also synchronized from the source meeting and shown as a read-only field in Edit update.
Live status: In an authorized staff view, changes the selected source-backed contact status immediately through the Platform contact record from normal read mode or Edit update, whether the row is in Booked meetings or Meetings to review.
Meeting owner: Shows the owner of a source-backed meeting in read-only tables and Google Doc exports. In Edit update it is read-only for Live rows, while manual rows can be edited before saving.
Client sync notes: Internal-only textarea for notes taken during a client sync. It autosaves separately from the main update and is not included in the client-ready view or export. On wide layouts, it sits in a dedicated right-hand rail that stays sticky while the report scrolls; on smaller desktop layouts it remains at the right, and on small screens it returns to normal flow.
Client sync notes save status: Shows Saving, Saved automatically, or Save failed, edit to retry for the internal sync-notes field.
Report complete: Freezes the current client-ready update as a dated report version, adds it to Completed reports and Source history, and avoids duplicating an unchanged version.
Completed reports: Lists newest-first frozen versions. Click a version row to preview the exact saved state or use its Export button for a Google Doc.
Export (completed report): Creates a Google Doc from the selected frozen report version rather than the current live update.
Section order: In Edit update, shows the visible client-ready sections in their saved order. Hidden sections keep their position, and Internal only Client sync notes plus editing guidance are excluded.
Drag handle and move arrows: Reorder a client-ready section by dragging its handle or using the up and down arrow buttons.
View only: Marks a client-facing Weekly Meeting Update and hides staff editing, refresh, export, and internal-note controls.
Completed reports (client view): Lets a client open a frozen completed report without the staff-only export control.

Common questions

It is an internal workspace for executives, admins, and the strategist organization. Clients cannot open it, and the page explicitly marks the content as not visible to clients. Select a client first so the workspace is scoped to one deal.

The snapshot includes Outbound dials, Conversations, Meetings booked, Meetings held, Potential meetings, and Emails sent. Each metric comes from the selected automatic window unless you enter a manual override.

Metrics refresh automatically when the workspace opens within six hours before or after the next client meeting. Booked meetings sync from Platform contacts within the saved date range, and Meetings to review syncs contacts booked before that period that remain in Meeting Set or Meeting Rescheduled status. Click Refresh data to force the metrics and both live source-table syncs.

Open Edit update and use Date range. Choose Last 7 days, Last 14 days, Quarter to date, Year to date, Outreach to date when the client has a launch date, or Custom range. Custom range requires both From and To dates in Eastern Time, with the end date today or earlier and the start on or before the end. Click Save update to persist the selection.

Yes. Type a non-negative number into the metric field. It becomes a Manual override and stays in the update until you click reset or replace it with another value. Save update stores the override.

Booked meetings receives source-backed Live rows from Platform contacts booked within the selected date range. Meetings to review receives source-backed Live rows booked before that period whose status is Meeting Set or Meeting Rescheduled, excluding the current Booked rows. Potential meetings remains a manual table. Add row still creates a manual row, and matching notes on live rows are retained during a refresh.

The page loads contacts for the selected deal whose meetingSetDate is before the selected date range and whose current status is Meeting Set or Meeting Rescheduled. Contacts already in the current Booked source range are excluded. An in-progress Meeting Rescheduling contact is not included until a confirmed status is set.

Live identifies a source-backed row synchronized from a Platform contact. Booked meetings uses the selected date range, while Meetings to review uses contacts booked before that range that remain Meeting Set or Meeting Rescheduled. The status comes from the contact record, source fields are read-only in Edit update, matching notes are retained, and the row cannot be removed.

Authorized staff can change its Live status from the selector in normal read mode or Edit update, and can edit the row notes and save them with the update. Company, contact, title, dates, size, and source stay synchronized, and live rows in either source section cannot be removed. Client views and completed report snapshots remain read-only.

The next page-open or Refresh data recalculates both source windows. If the contact is still Meeting Set or Meeting Rescheduled, its source row moves from Booked meetings to Meetings to review when its booking date is before the selected range, and its matching notes are retained. If it no longer belongs in either source set, it leaves the tables and its notes are prepended to Source history once. Manual rows stay in the update.

Yes. The sync replaces only source-backed rows in Booked meetings and Meetings to review, preserves matching notes even when a contact moves between those sections, and leaves manual rows untouched. Refresh data also reloads the saved update and saved date range, so save other unsaved narrative, table, note, metric, or range edits first.

When you save changed content and the prior update is at least five days old, or when the next client meeting moves by at least three days. The page prepends a dated plain-text snapshot with the prior metrics and non-empty written sections or tables. It skips the archive when the content is unchanged or the same snapshot was already archived.

Open Source history with Open history. Newer saved snapshots and uploaded extracted text are placed at the top, while earlier history remains below. The history is independent of the selected live date range, and the open section lists attached source filenames, upload times, extraction statuses, and Download original links. In edit mode, the history text is editable before you save.

The original file remains attached to this update with its filename, upload date and time, and extraction status. When extraction succeeds, its text is prepended to Source history, so the newest uploaded material is at the top. Changing the live metric/date range does not remove it. Open history to review the combined text, and use Download original to retrieve the file later.

The Google Doc includes the title, selected client, next meeting, metric window and refresh time, six metrics, the five narrative sections, non-empty meeting tables with Meeting owner values, non-empty custom sections, retained Source history text, and uploaded source-document filenames, upload times, and extraction statuses.

No. This is an internal strategist-editable workspace and is not visible to clients. Save update only stores the internal Weekly Meeting Update for the selected deal.

The Booked meetings and Meetings to review tables include a Meeting owner column. The same value appears in Export to Google Doc, and archived source-history details include it when available.

For source-backed Live rows, Meeting owner is synchronized from the source meeting and is read-only in Edit update. Manual rows have an editable Meeting owner field. Change a source meeting owner from the Meetings page, then refresh this update to sync it.

Yes. The Google Doc export adds a Meeting owner column to its Booked meetings, Meetings to review, and other non-empty meeting tables. Source-history entries also include the owner when available.

Yes. Save update stores the selected preset or Custom range with the Weekly Meeting Update. The saved range label appears in read mode and is used by the next automatic refresh or Refresh data action. Changing the range in Edit update without saving does not change the stored update.

Choose Custom range, enter both From and To dates, and keep the start on or before the end. Dates are calendar days in Eastern Time, and the end date cannot be in the future. Save update reports an error until the range is complete and valid.

No. The selected live range changes the metrics and source-backed meeting windows, but it does not trim saved snapshots or uploaded source-document history. Open Source history to review the retained text and document metadata.

No. Client sync notes are labeled Internal only, autosave to the update, and are deliberately excluded from the client-ready view and Export to Google Doc.

Type in the Client sync notes field and pause. The page saves the latest value automatically and shows Saved automatically. If a save fails, it shows Save failed, edit to retry; edit the field again to retry.

SalesHive creates a Google Doc from the current weekly update and opens it in a new tab. The document includes the selected metrics, written sections, meeting tables, retained Source history text, and uploaded source-document metadata. Internal Client sync notes are excluded.

In read mode, Report complete freezes the current client-ready update as a dated report version. It stores the title, date range, metrics snapshot, narrative, tables, charts, section settings, meeting timing, and completer, then adds the version to Completed reports and Source history. If the exact current version is already complete, it reports that instead of creating a duplicate.

Yes. In Completed reports, click a version row to open its frozen preview exactly as it looked when completed, or click that row\u0027s Export button to create a Google Doc for the saved version. Source history also lists completed versions when history is open.

No. Completing an unchanged report again returns the existing version instead of adding another copy. Make a meaningful update, save it, and then click Report complete to create a new frozen version.

On wide layouts, the Internal only Client sync notes card sits in its own far-right rail, separate from the report and Meeting timing column, and stays sticky near the top while you scroll. At narrower desktop widths it remains on the right while Meeting timing moves below the report. On small screens, the rail returns to the normal page flow.

Yes. Open Edit update, then drag a section by its handle or use its up and down arrow buttons in Client-ready layout. Hidden sections keep their saved position. Save update to persist the order.

Yes. The saved client-ready order is applied to the live report, frozen Completed reports, and Google Doc exports. Internal only Client sync notes and editing guidance remain outside that order.

No. Clients can read the client-ready report in view-only mode. Staff-only editing, refresh, Google Doc export, internal Client sync notes, and completed-report export controls are hidden from the client view.

The client sees the client-ready sections, live meeting rows, metrics, narrative, and completed report previews for the selected Deal. Internal Client sync notes and staff controls are not shown.

Yes. In the normal authorized staff report view, use the Live status selector on a source-backed row in Booked meetings or Meetings to review. The change updates the underlying Platform contact immediately. Client views, completed snapshots, and manual rows do not offer this selector.

Overview

How to use this page

Select the client

Review the performance snapshot

Choose and save the date range

Arrange the client-ready sections

Override a metric when needed

Refresh data

Write the meeting narrative

Maintain the meeting tables

Track meeting owners

Update a live source-row status

Add custom sections

Set the next client meeting

Review saved history

Keep source documents with the update

Save or export the update

Complete and revisit a report

Capture internal client sync notes

View a client-ready update as a client

What the buttons do

Common questions

Get an answer from a real person

Contact support

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