This template is perfect for organising your client meetings.
Notion – Client Meeting Agenda Template
Notion – Client Meeting Agenda Template
This template is perfect for organising your client meetings. Once you sign on a client, you’ll be expected to have several project status meetings to update them. These meetings shouldn’t just be a status report, they should be used to work with them to ask questions, make decisions, and come up with solutions to any obstacles you are facing. Sharing an agenda ahead of time sets the expectation for the meeting and allows them to prepare accordingly. They can gather any relevant information and share it before the meeting has even started. By doing this, you can brainstorm on what’s not working and come prepared to discuss it at the meeting.
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What you need before purchase
- Basic knowledge of how to use Notion
- Paid Notion account if you’ve looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.
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After purchase
After purchase you’ll be able to view the template immediately. The template can added to your Notion account by:
- Click on the template download link in Gumroad
- When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
- The template will now be available in your own Notion account
For ongoing use, the steps are:
- Login to Notion and select the template you want to view
- Click on the Duplicate link in the top-right of your screen to create a copy to use
- You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again
