This free Google Docs template gives consultants and agencies a clear record of a client meeting. It sets out who attended, what the client named as a priority, what was agreed and which follow-ups must be sent. Each page answers one question a reader will ask, so colleagues who missed the meeting can find their own actions quickly. The notes stay short and factual, with decisions and owners rather than a transcript.

The sample shows the record for a fictional client, Hollybrook Works, after a 90-minute review on 12 March 2027. Its names, figures and survey results are invented. To use it, replace the meeting details, reduce each item to its decisions and actions, then give every action one owner and a date before the notes go out to attendees.