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Getting Started with MeetingTango

Getting Started with MeetingTango

Welcome to MeetingTango! This guide will walk you through setting up your business operating system and beginning your EOS® implementation journey.

Step 1: Set Up Your Account

Create Your Account

  1. Start your free trial - No credit card required
  2. Complete your profile - Add your company information
  3. Invite your team - Add key team members to get started
  4. Set your timezone - Ensure all meetings and deadlines are accurate

Initial Configuration

  • Company name and details
  • Primary contact information
  • Team size and structure
  • Current business challenges

Step 2: Complete the EOS® Assessment

Before diving into tools, take our EOS® assessment to understand your current state:

What the Assessment Covers

  • Vision clarity - How clear is your company direction?
  • Team alignment - How well is your team working together?
  • Process efficiency - How streamlined are your operations?
  • Data tracking - How well do you measure what matters?
  • Meeting effectiveness - How productive are your meetings?

Understanding Your Results

  • Strengths - What you're already doing well
  • Gaps - Areas that need attention
  • Priorities - Where to focus your implementation efforts
  • Timeline - Realistic expectations for improvement

Step 3: Start with Your Vision/Traction Organizer™ (V/TO™)

The V/TO™ is the foundation of your EOS® implementation. Start here:

Core Values

  1. Identify your core values - What principles guide your company?
  2. Define each value - What does each value look like in action?
  3. Test with your team - Do these values resonate with everyone?
  4. Document and communicate - Make values visible and lived

Core Focus

  1. Define your core focus - What business are you in?
  2. Identify your target market - Who do you serve best?
  3. Clarify your unique value - What makes you different?
  4. Set boundaries - What won't you do?

10-Year Target

  1. Envision your future - Where do you want to be in 10 years?
  2. Make it specific - What does success look like?
  3. Make it measurable - How will you know you've achieved it?
  4. Make it inspiring - Does it motivate your team?

Step 4: Set Up Your Scorecard

Your Scorecard gives you a weekly pulse on your business:

Choose Your Metrics

  1. Identify key drivers - What 3-5 things drive your success?
  2. Select 5-15 metrics - Focus on what matters most
  3. Set targets - Define what success looks like
  4. Assign ownership - Who's responsible for each metric?

Common Starting Metrics

  • Revenue - Total sales for the week/month
  • New customers - Number of new clients acquired
  • Customer satisfaction - Net Promoter Score or similar
  • Employee retention - Team stability and satisfaction
  • Cash flow - Money in vs. money out

Set Up Weekly Review

  • Schedule regular time - Same day/time every week
  • Review all metrics - Check each one for trends
  • Identify issues - What's off track and why?
  • Take action - What needs to be done?

Step 5: Begin Level 10 Meetings™

Level 10 Meetings™ create the rhythm that keeps everything moving:

First Meeting Setup

  1. Schedule 90 minutes - Same time every week
  2. Invite your leadership team - Key decision makers only
  3. Prepare the agenda - Use our meeting template
  4. Set expectations - Explain the meeting format

Meeting Structure

  • 5 minutes: Segue - Personal updates and team building
  • 5 minutes: Scorecard - Review your key metrics
  • 10 minutes: Rocks - Check progress on quarterly priorities
  • 5 minutes: Headlines - Customer and employee updates
  • 60 minutes: Issues - Solve your most important problems
  • 5 minutes: Conclude - Rate the meeting and confirm next steps

Tips for Success

  • Stick to the structure - Don't skip agenda items
  • Respect time limits - Keep meetings focused
  • Rate every meeting - Use 1-10 scale for improvement
  • Follow up on action items - Ensure accountability

Step 6: Set Your First Rocks

Rocks are your 90-day priorities that drive focus and results:

Choose Your Rocks

  1. Review your vision - What's most important right now?
  2. Identify 3-7 priorities - Focus on what will have biggest impact
  3. Make them specific - Clear, measurable outcomes
  4. Assign ownership - Who's responsible for each Rock?

Good Rock Examples

  • "Launch new product with 50 beta customers by March 31st"
  • "Reduce customer churn from 15% to 10% by implementing retention program"
  • "Hire and onboard VP of Sales who can generate $2M pipeline"

Rock Review Process

  • Weekly updates - Check progress in Level 10 Meetings™
  • Monthly review - Assess completion and obstacles
  • Quarterly planning - Set new Rocks for next quarter

Step 7: Build Your Issues List

The Issues List helps you solve problems before they become crises:

Identify Issues

  1. What's not working? - Current problems and obstacles
  2. What's missing? - Gaps in systems, processes, or people
  3. What's unclear? - Confusion or lack of direction
  4. What's urgent? - Problems that need immediate attention

Issues Solving Track™

  1. Identify the issue - Clearly state the problem
  2. Discuss the issue - Get everyone's perspective
  3. Solve the issue - Brainstorm and decide on solution
  4. Assign accountability - Who will do what by when?
  5. Follow up - Check progress at next meeting

Step 8: Implement Process Documentation

Document your core processes to ensure consistency and scalability:

Start with Core Processes

  1. Customer acquisition - How do you get new customers?
  2. Service delivery - How do you serve your customers?
  3. Team management - How do you lead and develop people?
  4. Financial management - How do you manage money?

Documentation Best Practices

  • Keep it simple - Clear, step-by-step instructions
  • Include visuals - Screenshots, diagrams, or videos
  • Update regularly - Processes evolve over time
  • Train your team - Ensure everyone knows the processes

Step 9: Use the People Analyzer™

Get the right people in the right seats:

Evaluate Your Current Team

  1. Core values alignment - Do they live your values?
  2. Gets It - Do they understand their role?
  3. Wants It - Do they want to do their job well?
  4. Capacity - Can they do the job effectively?

Make Decisions

  • Right person, right seat - Keep and develop
  • Right person, wrong seat - Move or train
  • Wrong person - Let go with dignity

Step 10: Build Momentum

EOS® implementation is a journey, not a destination:

Establish Rhythm

  • Weekly Level 10 Meetings™ - Keep the pulse going
  • Monthly reviews - Assess progress and adjust
  • Quarterly planning - Set new Rocks and priorities
  • Annual planning - Update your V/TO™

Measure Progress

  • Track Scorecard metrics - Are you improving?
  • Monitor Rock completion - Are you achieving priorities?
  • Assess team satisfaction - Is the team more engaged?
  • Review business results - Is the business growing?

Continuous Improvement

  • Learn from mistakes - What didn't work and why?
  • Celebrate wins - Acknowledge progress and success
  • Refine processes - Make tools work better for you
  • Scale what works - Apply successful practices broadly

Common Getting Started Mistakes

Trying to Do Everything at Once

  • Start with one tool - Master it before adding more
  • Build gradually - Add complexity over time
  • Focus on fundamentals - Get the basics right first

Not Involving Your Team

  • Include key people - Get buy-in from the start
  • Explain the why - Help people understand the purpose
  • Train everyone - Ensure everyone knows how to use tools

Expecting Immediate Results

  • Be patient - Change takes time
  • Focus on process - Results follow good processes
  • Celebrate small wins - Acknowledge progress along the way

Not Sticking to the Schedule

  • Make meetings non-negotiable - Don't cancel or reschedule
  • Set reminders - Use calendar alerts and notifications
  • Hold each other accountable - Respect the commitment

Getting Help

Resources Available

  • Knowledge base - Detailed guides for every tool
  • Video tutorials - Step-by-step training videos
  • Template library - Proven formats and examples
  • Email support - Get help when you need it

Best Practices

  • Start small - Begin with what you need most
  • Be consistent - Stick to your schedule and processes
  • Involve your team - Get everyone on board
  • Measure progress - Track what's working and what's not

Next Steps

You're ready to begin your EOS® journey! Here's what to do next:

  1. Complete your account setup - Get everything configured
  2. Take the EOS® assessment - Understand your starting point
  3. Begin with your V/TO™ - Clarify your vision and direction
  4. Set up your first Level 10 Meeting™ - Establish your rhythm
  5. Start tracking your Scorecard - Get a pulse on your business

Remember, EOS® implementation is a marathon, not a sprint. Focus on progress, not perfection, and you'll see your business transform over time.

Ready to get started? Your free trial is waiting!