Free Client Meeting Recap Template
Client Meeting Recap
Date: September 3, 2050
Time: 10:00 AM - 11:30 AM
Location: Conference Room B, [YOUR COMPANY ADDRESS]
Attendees:
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[YOUR NAME], Project Manager, [YOUR COMPANY NAME]
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John Smith, Client Representative, Acme Corporations
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Emily Johnson, Marketing Specialist, [YOUR COMPANY NAME]
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Michael Brown, Technical Lead, Acme Corporations
Agenda:
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Review Project Scope and Deliverables
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Discuss Timeline and Milestones
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Clarify Budget and Resource Allocation
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Address Any Questions or Concerns
Discussion Points:
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Project Scope and Deliverables
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Agreement reached on the final project scope.
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Deliverables include a new marketing strategy, updated website design, and a series of promotional materials.
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Timeline and Milestones
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Project kickoff scheduled for September 15, 2050.
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Initial draft of marketing strategy to be delivered by October 15, 2050.
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Final website design due by November 30, 2050.
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Promotional materials to be completed by December 15, 2050.
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Budget and Resource Allocation
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Total project budget agreed upon: $150,000.
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Budget to be distributed as follows: $60,000 for marketing strategy, $50,000 for website design, and $40,000 for promotional materials.
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Resource allocation: Acme Corporations to provide content and design expertise, while [YOUR COMPANY NAME] will handle project management and technical support.
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Questions and Concerns
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Acme Corporations. requested additional clarification on the deliverables for the promotional materials.
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[YOUR COMPANY NAME] agreed to provide a detailed breakdown of the promotional materials scope by September 10, 2050.
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Decisions Made:
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Final project scope and deliverables confirmed.
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Timeline and milestones established with specific deadlines.
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Budget and resource allocation finalized and agreed upon.
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Follow-up on promotional materials scope to be provided by September 10, 2050.
Action Items:
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[YOUR NAME] to send a detailed breakdown of promotional materials scope to John Smith by September 10, 2050.
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John Smith to review and confirm the detailed breakdown by September 12, 2050.
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Emily Johnson and Michael Brown to begin preparation for initial draft by September 15, 2050.
Next Steps:
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Project kickoff on September 15, 2050.
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Review of initial draft of marketing strategy on October 15, 2050.
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Follow-up meeting scheduled for November 5, 2050 to review website design progress.
Questions and Concerns:
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No additional questions or concerns were raised during the meeting.
Attachments:
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Project Scope Document
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Budget Breakdown
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Timeline and Milestones Chart