A client meeting notes template you can actually use.

The template

Use only information you are permitted to record and store. Keep facts, open questions and actions distinct so the next reader can tell what was agreed.

CLIENT MEETING RECORD
Date and time:
Client / participants:
Meeting purpose:
Consent and recording basis (if applicable):

1. CONTEXT
Relevant previous discussion, changes since last meeting:

2. WHAT THE CLIENT SAID
Needs, priorities, concerns, questions, constraints:

3. WHAT WAS DISCUSSED
Options, explanations, documents, factual details:

4. DECISIONS AND OPEN QUESTIONS
Agreed points:
Items needing verification or further review:

5. FOLLOW-UP ACTIONS
Action | Owner | Due date or next checkpoint:

6. NEXT MEETING
Proposed date / purpose:

7. RECORD REVIEW
Notes checked against source? By whom and when:

How to use it well

1. Before: add the meeting purpose and relevant prior context.
2. During: capture the client’s own words for important needs and questions where possible.
3. After: verify uncertain details, assign owners to actions and write the next checkpoint.
4. Before sharing: review the record and any follow-up message for accuracy and appropriateness.

If a detail is uncertain, mark it for checking rather than filling the gap from memory.

When a template is not enough

For frequent client meetings, Keystone can turn a consented recording into a speaker-labelled transcript and evidence-linked brief. You review the result, then keep follow-ups, client context and future meeting preparation in one workspace. The template remains useful as a checklist for the final record.

Read about Keystone’s meeting notes workflow or reviewed client follow-ups.