Free Simple Client Meeting Minutes Template
Client Meeting Minutes
Date: March 25, 2055
Time: 10:00 AM - 11:30 AM
Company: [Your Company Name]
Company Email: [Your Company Email]
Address: [Your Company Address]
Phone no: [Your Company Number]
Website: [Your Company Website]
Prepared by:
Name: [Your Name]
Email: [Your Email]
Attendees:
|
Daniel Roberts |
CEO |
|
Emily Turner |
Account Manager |
|
Jonathan Harris |
Creative Director |
|
Samantha Rodriguez |
Client Relationship Manager |
|
Alexandra Chang |
Project Coordinator |
Agenda:
The Client Meeting aimed to strengthen relationships with clients, discuss ongoing projects, and gain insights into evolving client needs and expectations. Also, the meeting sought to foster open communication, showcase accomplishments, and align services with the client's strategic objectives.
Decisions Made:
-
Project Review - Emily Turner will conduct a detailed project review, addressing any concerns raised and presenting an optimization plan.
-
Creative Workshop - Jonathan Harris will organize a creative workshop, inviting clients to participate in the ideation process.
-
Client Engagement Program - Samantha Rodriguez will lead a client engagement program, exploring options for enhanced collaboration.
-
Changes to Project Timelines - Alexandra Chang will oversee the implementation of client-requested changes to project timelines.
Action Items:
|
Emily Turner |
Conduct a detailed project review |
|
Jonathan Harris |
Organize a creative workshop |
|
Samantha Rodriguez |
Lead a client engagement program |
|
Alexandra Chang |
Implement client-requested changes to project timelines |
Next Meeting:
The date and agenda for the next meeting will be determined and communicated in due course. Appreciation was expressed for the client's trust in the [Your Company Name] capabilities with a commitment to deliver exceptional value reiterated.
