Client Meeting Recap Template
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Client Meeting Recap

Date: September 3, 2050
Time: 10:00 AM - 11:30 AM
Location: Conference Room B, [YOUR COMPANY ADDRESS]

Attendees:

  • [YOUR NAME], Project Manager, [YOUR COMPANY NAME]

  • John Smith, Client Representative, Acme Corporations

  • Emily Johnson, Marketing Specialist, [YOUR COMPANY NAME]

  • Michael Brown, Technical Lead, Acme Corporations

Agenda:

  1. Review Project Scope and Deliverables

  2. Discuss Timeline and Milestones

  3. Clarify Budget and Resource Allocation

  4. Address Any Questions or Concerns

Discussion Points:

  1. Project Scope and Deliverables

    • Agreement reached on the final project scope.

    • Deliverables include a new marketing strategy, updated website design, and a series of promotional materials.

  2. Timeline and Milestones

    • Project kickoff scheduled for September 15, 2050.

    • Initial draft of marketing strategy to be delivered by October 15, 2050.

    • Final website design due by November 30, 2050.

    • Promotional materials to be completed by December 15, 2050.

  3. Budget and Resource Allocation

    • Total project budget agreed upon: $150,000.

    • Budget to be distributed as follows: $60,000 for marketing strategy, $50,000 for website design, and $40,000 for promotional materials.

    • Resource allocation: Acme Corporations to provide content and design expertise, while [YOUR COMPANY NAME] will handle project management and technical support.

  4. Questions and Concerns

    • Acme Corporations. requested additional clarification on the deliverables for the promotional materials.

    • [YOUR COMPANY NAME] agreed to provide a detailed breakdown of the promotional materials scope by September 10, 2050.

Decisions Made:

  • Final project scope and deliverables confirmed.

  • Timeline and milestones established with specific deadlines.

  • Budget and resource allocation finalized and agreed upon.

  • Follow-up on promotional materials scope to be provided by September 10, 2050.

Action Items:

  • [YOUR NAME] to send a detailed breakdown of promotional materials scope to John Smith by September 10, 2050.

  • John Smith to review and confirm the detailed breakdown by September 12, 2050.

  • Emily Johnson and Michael Brown to begin preparation for initial draft by September 15, 2050.

Next Steps:

  • Project kickoff on September 15, 2050.

  • Review of initial draft of marketing strategy on October 15, 2050.

  • Follow-up meeting scheduled for November 5, 2050 to review website design progress.

Questions and Concerns:

  • No additional questions or concerns were raised during the meeting.

Attachments:

  • Project Scope Document

  • Budget Breakdown

  • Timeline and Milestones Chart

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