Meeting Platforms

At Forge Marketing, meetings are an essential part of how we collaborate — whether it’s quick team stand-ups, client presentations, or company-wide all-hands. To keep things smooth and professional, we use standard meeting platforms depending on the type of meeting.

1. Microsoft Teams (Internal Meetings)

  • Purpose: Daily stand-ups, department syncs, project check-ins.
  • Features Used:
    • Video/audio calls
    • Screen sharing
    • Chat threads and meeting notes
  • Best Practice: Always join via calendar invite and check your mic/camera before joining.

2. Zoom (Client-Facing Meetings)

  • Purpose: Client presentations, workshops, and multi-agency collaboration.
  • Features Used:
    • HD video for professional client calls
    • Breakout rooms for workshops
    • Recording for client reference (with permission)
  • Best Practice: Use branded backgrounds when presenting to clients.

3. Google Meet (Ad-hoc Calls)

  • Purpose: Quick, informal catch-ups or when scheduling outside the organisation.
  • Features Used:
    • Simple browser-based calls
    • Easy link sharing
  • Best Practice: Keep calls short and action-focused.

4. In-Person Meetings (When Possible)

  • Purpose: Brainstorms, creative workshops, quarterly strategy sessions.
  • Features:
    • Whiteboards, post-its, and in-person collaboration tools.
  • Best Practice: Bring laptops for note-taking and upload key outputs to the project tool.

General Meeting Etiquette

  • Always arrive 5 minutes early to client-facing calls.
  • Keep cameras on during internal and client video calls (unless otherwise agreed).
  • Mute your mic when not speaking to avoid background noise.
  • Share meeting notes and action items in the project management tool afterward.