Client meeting notes

Notes for an external meeting.

  • Note
  • Meeting note templates
  • 2 blanks to fill

Fill in the blanks

Your note

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.

About this template

Notes for an external meeting.

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}}

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