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: