Client meeting template
After a client meeting, both sides need to leave with the same idea of what was agreed. This template captures what the client asks for, what’s reviewed and what’s still open, and turns easily into the follow-up email.
When to use it
- Kick-off meetings for a project or service.
- Regular reviews with clients.
- Presentations of deliverables or proposals.
- Meetings to resolve a complaint or a problem.
The template
- 1
Context and goal
Who attends on each side, why you’re meeting and what you want to get out of the meeting.
- 2
What the client asks for
Needs, changes, priorities and complaints they raise, in their own words where possible.
- 3
What’s presented or reviewed
Deliverables, proposals or results shown, and how the client receives them.
- 4
Agreements
What both sides decide, one sentence each.
- 5
Open questions
Questions left unanswered and who commits to answering them.
- 6
Next steps
Tasks for each side with an owner and a date, and when the next meeting is.
To get it right
- Confirm the goal of the meeting with the client at the start.
- Repeat the agreements at the end so nobody leaves with a different idea.
- Send the follow-up the same day, while it’s fresh.
- Say that you’re recording and respect it if the client would rather you didn’t.
With Echo, without writing it
- 1
Create the analysis type
In Settings, AI analysis, click “New template” and call it “Client meeting”. Under “General instructions” you can ask for a tone or for anything that mustn’t be left out.
- 2
Add the sections
For each section of this template, fill in “Section title”, choose the “Format” (List or Paragraph) and describe in “What it should include” what’s explained above. “Add section” takes you up to 12. Click “Save template”.
- 3
Use it in your meetings
Choose it under “Type of analysis” before you start in Live or Record, set it as your “Template for your uploads” or, in a meeting that’s already transcribed, pick it in the Summary tab and click “Generate”.
- 4
Have it applied automatically
In Settings, Automations, click “New automation”, type words such as “client, kick-off” under “Has in its title” and choose your template under “Analyse it as”. It applies when no other type was chosen at upload.
Frequently asked questions
Can Echo draft the follow-up email?
Yes. In the Summary tab, “Follow-up email” prepares an email with the summary, decisions and next steps that you can edit, copy or open in your email app.
Can I prepare with what was discussed last time?
Yes. In Meetings, “Prepare” finds related previous meetings, their decisions and the tasks that are still open.
Can I share the recording with the client?
Yes, with a read-only link. You can add a password and an expiry date, and turn off downloads.
Other templates
- Board meeting minutesDetails, attendance, resolutions and votes, in order.
- Leadership team meetingKey figures, decisions, risks and owners.
- One-to-one meetingProgress, blockers, feedback and development.
- Weekly team meetingWhat got done, priorities, blockers and tasks.
- Project status meetingStatus, milestones, risks, changes and next steps.
- RetrospectiveWhat went well, what didn’t and what we change.
- Competency-based interviewProfile, topics, quotes and conclusions per candidate.Built into Echo
- Sales callNeeds, objections, budget and next steps.Built into Echo
- Medical consultationReason, symptoms, history, examination and plan.Built into Echo
- Press conferenceAnnouncement, figures, questions and timed quotes.
- Lecture or trainingSummary, key concepts, examples and review.Built into Echo
- Council plenary sessionAttendance, debate, votes and resolutions per item.
Try it with your next meeting.
Create your account in a minute or ask us for a demo for your team.
