Project Client Call Summary Template
Project Client Call Summary Template
Ensure clear and actionable communication with your clients using our Project Client Call Summary Template.
- Call Information: Capture key details such as client name, participants, and duration.
- Agenda and Discussion Points: Structure your meetings for effective communication.
- Key Takeaways: Highlight main insights and action plans for clear follow-through.
- Action Items and Follow-Up: Assign ownership, set priorities, and define due dates for next steps.
- Summary: Recap the call with a brief overview of discussion points and upcoming actions.
Price: $100.00
Product Description
Ensure clear and actionable communication with your clients using our Project Client Call Summary Template, a professionally designed 4-page document to capture all essential details from client meetings. Ideal for consultants, project managers, and team leads, this template provides structured sections for agenda setting, discussion points, key takeaways, and next steps, ensuring seamless follow-up and project alignment.
Based on The Borden Group’s in-house processes, this editable document streamlines post-call organization and keeps your team and clients on track. Fully customizable in Google Docs or Microsoft Word, it’s the perfect tool for maintaining clarity and accountability in your client communications.
INSTANT DOWNLOAD. EASY TO EDIT.
What’s Included:
- Call Information: Capture key details such as client name, participants, and duration.
- Agenda and Discussion Points: Structure your meetings for effective communication.
- Key Takeaways: Highlight main insights and action plans for clear follow-through.
- Action Items and Follow-Up: Assign ownership, set priorities, and define due dates for next steps.
- Summary: Recap the call with a brief overview of discussion points and upcoming actions.
Important Details:
- Format: Word Document (standard size: 8.5 X 11 inches)
- Length: 4 pages
- The Borden Group® all rights reserved. Purchase grants personal/business use only. Reselling or sharing is prohibited.
- Please Note: Instant download items do not accept returns, exchanges, or cancellations. For any issues, contact us at [email protected].
- By purchasing, you accept our terms and conditions.
After Purchase:
Upon payment, you’ll receive a document file sent directly to your email for immediate access.Related Products
Related products
Bring clarity and consistency to your social media efforts with our Social Media Account Guidelines Template.
- For Personal Brands: Provide clear guidance to anyone managing your social media accounts.
- For Company Teams: Ensure alignment across your marketing team to reflect a cohesive brand identity.
- For Agencies: Share these guidelines with clients or internal teams for efficient collaboration.
- INSTANT DOWNLOAD. EASY TO EDIT.
$100.00
Streamline your strategic planning with our 30-60-90 Day Plan Template.
- Phase 1: Discovery and Assessment (Days 1–30)
- Phase 2: Strategic Planning and Alignment (Days 31–60)
- Phase 3: Execution and Optimization (Days 61–90)
- Weekly and Monthly Structures: Templates for meetings, reporting, and feedback loops.
- Customizable Templates and Tools: Assessment frameworks, strategy outlines, and implementation dashboards.
$100.00
Simplify and streamline your marketing projects with our Marketing Project Brief Template.
- Client Profile: Capture essential client details such as contact information and project-specific preferences.
- Timeline and Milestones: Clearly define deadlines and deliverables for every phase of the project.
- Scope of Work: Provide a detailed index of deliverables, including content development, personal branding strategy, and creative assets.
$100.00
Streamline your business operations and enhance team collaboration with the Complete Business Systems & Processes Kit.
What’s Included:
- Social Media Account Guidelines Template (10 pages)
- 30-60-90 Day Plan Template (5 pages)
- Project Client Call Summary Template (4 pages)
- Marketing Project Brief Template (4 pages)
- INSTANT DOWNLOAD. EASY TO EDIT.
$350.00