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Client Call Agenda Template
Keep client calls professional, focused, and productive with this proven template.
📋 The Template
markdown
# Client Call: [Client Name]
**Date:** [Date]
**Attendees:** [Names]
**Duration:** 45 minutes
## Objectives
- [Primary goal of this call]
- [Secondary goal]
## Agenda
1. **Quick Wins** (5 min)
- Recent successes to share
- Positive updates
2. **Main Discussion** (25 min)
- [Topic 1]
- [Topic 2]
- [Topic 3]
3. **Challenges & Solutions** (10 min)
- [Any blockers or issues]
- [Proposed solutions]
4. **Next Steps** (5 min)
- Action items with owners
- Timeline confirmation
- Next meeting date
## Questions for Client
- [Question 1]
- [Question 2]
## Follow-up Items
- [ ] @[Name]: [Action] - Due: [Date]
- [ ] @[Name]: [Action] - Due: [Date]💡 How to Use This Template
Before the Meeting
- Send agenda 24 hours ahead - Gives client time to prepare
- Prepare quick wins - Always have 2-3 positive updates ready
- Review previous notes - Know what was committed last time
During the Meeting
- Start positive - Quick wins set the right tone
- Time-box ruthlessly - Respect their time
- Confirm next steps - Don't end without clear action items
After the Meeting
- Send summary within 1 hour - Strike while it's fresh
- Include action items - Be specific about who does what by when
- Schedule next meeting - Before you hang up
✅ Pro Tips
- Always start with wins - Even small ones matter
- Leave buffer time - Unexpected questions always come up
- Prepare for objections - Know your answers ahead of time
- End on time - Respecting their calendar builds trust
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