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CLIENT MEETING MONTHLY PLANNING SHEET
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Client monthly meetings are important because they provide an opportunity for regular and open communication between the client and the project team. These meetings help to keep the project on track, address any issues or concerns, and ensure that both parties are aligned on the goals and progress of the project. Regular client meetings also help to build trust and a strong working relationship by fostering transparency, accountability, and mutual understanding. In short, client monthly meetings are an essential tool for ensuring the success of a project and maintaining a positive and productive client relationship.
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Month:
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Department:
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Meeting Minutes:(Insert Link to Client Google Folder of compiled meeting minutes)
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DateTimeVenuePreperation List Meeting ObjectiveMeeting AgendaParticipantsAction ItemsStatusDecisions and ConclusionsFollow-Up (If any)
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9/26/202213:00 PM - 14:00 PMPlaza AAttendance form

Q3 Performance slide deck		Monthly follow-up with clients (Insert Link to Google Doc or Google Slide) Adam
Tom
Daniel		To include the status of each action item from previous meeting.

1. Adam to create a new FB ads

2. Tom to suggest brand revamp ideas for the company		In ProgressTo include new action items (if any) discussed during this meeting
and conclusions.		Date:

Time:

Location:
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Complete
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On Hold
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