Free note template
Client review template with the headings already in
The situation, the needs and gaps, your recommendation and the follow-ups, in the order you talk them through.
- 4 headings
- Tasks you can tick
- Titled "Client" and the rest is yours
Client:
The headings as the note opens. The line under each one is what goes there.
Situation
Where the client is now, in their words where you can.
Needs & gaps
What they need that they do not have yet, one line each.
Recommendation
What you suggest and why, short enough to read back to them.
Follow-ups
What you promised, as tasks you can tick.
What goes under each heading
- Situation
- Where the client is now, in their words where you can.
- Needs & gaps
- What they need that they do not have yet, one line each.
- Recommendation
- What you suggest and why, short enough to read back to them.
- Follow-ups
- What you promised, as tasks you can tick.
Writing up a meeting with a client? Read the client meeting notes template, with a filled-in example.
How to use it in ActivityTracker
- 1Open Notes and press the + button for a new note.
- 2Choose Client review. The note opens with every heading in place and the title started with "Client".
- 3Write under each heading. The checklist items are tasks you can tick.
- 4Change it and press Save as template, and your version is in the menu next time.
More note templates
Attendees, notes, decisions and action items, with the actions as a checklist you tick off.
4 headingsWho and when, what they said, what you promised and the next touch, written straight after the call.
4 headingsYour top three for today as a checklist, then the schedule and a place for notes.
3 headings
Questions
Start the next note with the headings already in.
Book a walkthrough to see Notes in the app.