Free template, copy and use

Free client meeting notes template

With clients, what you promised matters most. This template captures their goals and concerns in their own words and every commitment made on both sides.

Let Acta fill it in

Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Client meeting notes template

Meeting

Client: [company] | Attendees: [names] | Date: [date]

Their goals and concerns

- "[quote or paraphrase]"

What we discussed

- [topic]: [summary]

What we agreed

- [agreement]

Our commitments

[What we'll do] | Owner: [name] | By: [date]

Their commitments

[What they'll do] | By: [date]

How to use this template

  • Write the client's goals in their own words.
  • List both sides' commitments, not only yours.
  • Send a recap the same day so the client can correct anything.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

Try Acta free Log call notes in your CRM

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Frequently asked questions

Related:

Should I record client meetings?

Only with the client's agreement. Acta's desktop app and Chrome extension record without a bot joining the call, which suits client meetings.

Where should client notes be stored?

Where your team can find them: your CRM or shared drive. Acta can send summaries to HubSpot, Salesforce, Zoho CRM or Google Drive.

Is this client meeting notes template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the client meeting notes for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.