A client meeting notes template for agencies, consultants, account managers and freelancers. It separates what the client asked for from what you agreed to do, records commitments on both sides, and gives you a recap you can send the same day.
Free to use and adapt, no signup. The .docx opens in Word, Pages and Google Docs (File → Open → Upload).
Client: [Company] Project: [Project] Date: [Date]
Client attendees: [Names, roles] Our attendees: [Names]
[Where the project stands]
| Commitment | Who (us / client) | Due |
|---|---|---|
| [Deliverable] | [Us: Name] | [Date] |
| [Content, access, approval] | [Client: Name] | [Date] |
[Date, time, agenda]
Wave AI's free meeting minutes generator transcribes the recording with speaker labels and fills in this structure for you: attendees, discussion, decisions and action items with owners. You can also paste a transcript from Zoom, Teams or Google Meet. No account needed.
Paste this into a Notion page and the headings, lists, checkboxes and tables become Notion blocks. It also works in Obsidian, GitHub, Confluence and any Markdown editor.
# Client Meeting Notes **Client:** [Company] **Project:** [Project] **Date:** [Date] **Client attendees:** [Names, roles] **Our attendees:** [Names] ## Objectives - [What we need from this meeting] ## Status update [Where the project stands] ## Client feedback - [Feedback, close to their words] ## Client requests - [Request] — [In scope / Change request] ## Decisions and approvals - [Decision or approval] — [Approved by] ## Commitments | Commitment | Who (us / client) | Due | |---|---|---| | [Deliverable] | [Us: Name] | [Date] | | [Content, access, approval] | [Client: Name] | [Date] | ## Next meeting [Date, time, agenda]
Who attended on each side, the meeting's objectives, a status update, the client's feedback and requests, decisions and approvals with who gave them, commitments on both sides with dates, and the next meeting.
Feedback is an opinion; a request is work. Writing requests separately, marked in scope or change request, is how you notice scope creep before it happens and have a record when you price the change.
Send a recap of the decisions, approvals and commitments the same day. It confirms what was agreed and gives the client a chance to correct anything. Internal observations can stay in your own copy.
Yes. Upload the recording to Wave's free meeting minutes generator and choose "Formal minutes" or "Sales call" for a buyer conversation. Tell the client you are recording and check your local consent rules.
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