Client meeting minutes template

When to use it

Use it for a meeting with a client or customer where agreements are made: a kickoff, a review, a scope conversation. Send the client the decisions, commitments and open questions afterwards, so both sides are working from the same record.

What goes in each section

• Purpose. Why the meeting was held, in one sentence.
• What the client said. Their goals, concerns and constraints, in their words where the wording matters.
• Decisions. What was agreed.
• Scope changes. Anything added, removed or changed from the agreed work, and whether it affects cost or dates.
• Commitments. What each side promised, with a date. Keep ours and theirs apart.
• Open questions. What is still unanswered, and who owes the answer.
• Next meeting and follow-up. When you meet next, and the date the follow-up email went out.

Use it in Word, Google Docs or Notion

The Word file opens in Microsoft Word, Pages and Google Docs, with the section headings set as real headings, so they appear in the document outline. To use the template in Notion, download the Markdown file, choose Import in Notion’s sidebar, pick Text & Markdown and select the file.

Let the recording fill it in

Record the meeting on your phone or your own computer, with no bot in the client’s call, and EchoPilot writes the summary, chaptered notes and key points, with a card for every commitment. Approve the ones that are yours into your task app, and approve the follow-up email card to open a draft you check before it goes to the client.

See what a set of Meeting Minutes contains, and how each commitment becomes a card you approve.

Other templates

• Board meeting minutes template: Quorum, declarations of interest, reports, motions with the vote recorded, and the actions that follow, in the order a board needs them.
• Project meeting minutes template: Status at a glance, what moved since last time, the decisions made, the risks with owners, and the actions that keep the project on track.
• One-on-one meeting notes template: Their topics first, then yours, feedback in both directions, progress on growth goals, and the few actions you both agree to.
• Standup meeting notes template: Done, next and blocked for each person, the blockers that need an owner today, and a parking lot for the conversations that should happen after.
• Informal meeting minutes template: Who was there, what you talked about, what you decided and who does what by when, for the conversations that never had an agenda.