How To Write a Meeting Recap for Clients 

Sending a meeting recap document after a phone or in person meeting is a professional way to make sure everyone is on the same page from the get go. It’s also important to send meeting recaps because then you can have evidence about what was said.

The best way to prepare for a meeting recap is to have some planned questions you are going to ask your client/potential client and to take notes during the meeting.

You can use this PDF to help you take notes during design/client meetings:

After your meeting you will make your meeting recap.

In the recap document you should at least have these sections:

  • Meeting recap title
  • The date, time and location of the meeting. Specify if it was in person or by phone. 
  • The meeting recap notes you gathered 
  • Next Steps 
  • Final Thoughts
  • Your contact information

Check out this meeting recap example of how a recap could look. If you would like to print this out, click on the PDF.

I hope this helps! Comment below if you have any questions.

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