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Meeting Wrap Up for the Client – Selle Evans

Hi Client! Here you can find all details on your project #

During meeting agenda ✅ #

Pro tip: Do your pre-meeting agenda to ensure you don’t forget important talk points in a meeting. Embed your meeting recording and update the template after the meeting.

On the next meeting, we plan to cover these points:

  • Discuss progress on landing page
  • Review the landing page outline and process
  • Clear up any confusion
  • Discuss main colors for the client’s website

Meeting 1 #

Meeting 1
Embed a video recording of meeting 1 with the client. Come back to it anytime to recall the details.

Ideas from Nimbus: Record your meetings with Nimbus Clarity. It’s a fast and reliable tool that allows recording your screen, web camera, microphone, and system sound. Download Nimbus Clarity for Windows>

Highlights from the meeting 1

  1. Our goal is to…
  2. The client wants to create a landing page according to the following criteria: a, b, c.
  3. We need to create several prototypes and present them to our client next month.

Meeting 2 #

Meeting 2
Embed a video recording of meeting 2 with the client to keep track of your project history

Highlights from the meeting 2

  1. The client liked the prototype #2.
  2. She wants us to elaborate more on the fonts.
  3. The next call is arranged for the next week.

Action items for the week 💫 #

Meanwhile, we are waiting for you to:

  • Review the Landing page prototype #4
  • Send for the Final Approval

Final Deliverables 🎉 #

  • Review changes for your site
  • Talk about hosting your site
  • Talk about expectations this week
  • Project Overview and Timeline

Subscription Invoice #

Here, you can pay the invoice. Please pay attention to the due date.

Here, you can pay the invoice. Please pay attention to the due date.

Ideas from Nimbus: Embed an invoicing platform so that your clients can make a payment without leaving the page. You can try Stripe, PandaDoc, DocuSign or other services to your liking.

Issues that require your attention🚨 #

  • We need access to your domain before we can move forward
  • We need final approval of website changes

Goals for next week 🎯 #

  • Go live with your new website

We Need Your Feedback #

We need your help getting the word out about our services. Please take a moment to give us a review.

We need your help getting the word out about our services. Please take a moment to give us a review.
Embed any tool to ask for your client’s feedback

Ideas from Nimbus: To gather your clients’ feedback, use the following services: Typeform, Google forms, SurveyMonkey, Paperform and others. Find out how to embed Google forms and similar services to Nimbus pages>