Client meeting notes
Notes for an external meeting.
- Note
- Meeting note templates
- 2 blanks to fill
Client meeting **Client:** Client **Date:** today **Present:** Present ## Their goals - ## Concerns - ## What we promised - [ ] ## Next contact in 7 days
Orange words are blanks you have not filled yet. Blue words fill in by themselves, such as today’s date or a random pick. Press ⌘ Return to copy.
About this template
Notes for an external meeting.
- Category
- Meetings and scheduling
- Pack
- Meeting note templates
- Type
- Note, a longer document
- Asks for
- Client, Present
Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.
Template source
The template as written, with its blanks in double braces, such as {{Name}}.
{{Client}} meeting
**Client:** {{Client}}
**Date:** {{date}}
**Present:** {{Present}}
## Their goals
- {{cursor}}
## Concerns
-
## What we promised
- [ ]
## Next contact
{{date+7d}}