Free B2B Meeting Minutes Template

B2B Meeting Minutes

Date: [Date]

Time: [Start and End Time]

Location: [Physical/Virtual Location]

Attendees:

  1. [Team Leader], [Company A]

  2. [Business Manager], [Company B]

  3. [Team Member A], [Company A]

  4. [Team Member B], [Company B]

Agenda

  1. Review of ongoing partnership milestones.

  2. Discussion of proposed marketing strategies.

  3. Finalizing timelines for next project phase.

Key Discussions

Review of Milestones

[Team Leader] provided an overview of the completed tasks, highlighting that milestone 3 is delayed due to resource constraints.

Marketing Strategies

[Business Manager] proposed a joint social media campaign. Feedback from [Team Member A] suggested including email marketing for broader reach.

Next Phase Timelines

Consensus was reached to shift the deadline by two weeks to accommodate testing.

Decisions Made

  1. Milestone 3 will be prioritized, with additional resources allocated by [Company A].

  2. A social media campaign will be launched on [Insert Date], led by [Team Member B].

  3. The timeline for the next phase is extended by two weeks, with revised deadlines shared by [Team Leader].

Action Items

  • Task 1: Develop a detailed campaign plan (Assigned to: [Team Member B], Deadline: [Date]).

  • Task 2: Submit an updated project timeline (Assigned to: [Team Leader], Deadline: [Date]).

  • Task 3: Review resource needs and provide a report (Assigned to: [Team Member A], Deadline: [Date]).

Next Steps and Follow-Up

  • Next Meeting: Scheduled for [Date] at [Time].

  • Outstanding issues include finalizing budget allocations for the campaign.

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