Streamlined Meeting Preparation: This template simplifies the process of preparing for client meetings. It ensures that all necessary steps, from confirming meeting times to preparing presentation materials, are organized and easily accessible.
Enhanced Meeting Structure: The template provides a clear structure for your meetings, including introductions, project updates, financial overviews, and strategic planning. This organization helps in keeping the meeting focused and productive.
Comprehensive Record Keeping: With options for both stand-alone and database-driven meeting notes, this template allows for detailed record-keeping. It’s perfect for tracking meeting summaries, decisions made, and action items.
Two Options for Meeting Notes: Choose between a stand-alone page for single meetings or a meeting database for recurring meetings.
Pre-Meeting Preparation Checklist: Includes steps like confirming dates, sending agendas, and setting up meeting spaces.
Structured Meeting Sections: Sections for introductions, project updates, financial overviews, strategic planning, and more.
Action Items and Meeting Closure: Clearly assign tasks and responsibilities, set deadlines, and summarize key points.
Meeting Database: Keep track of all meetings with details like date, attendees, and summaries.
Adding Template To Your Account
Purchase the Template: Buy the Client Meeting Agenda Template from Gumroad.
Duplicate the Template: After purchase, you’ll receive a link to the template. In the template, find and click the “Duplicate” button at the top of the page.
Add to Your Notion Account: Once you click “Duplicate”, you’ll be prompted to select the workspace in your Notion account where you want to add the template.
Customize and Use: After adding it to your account, you can customize the template to suit your specific needs and start using it for your meetings.