Client meeting form
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Pre-summer client meeting

Capture the meeting once. Send the recap in minutes.

Use short answers and selections during the conversation. The form saves as you go and turns the confirmed points and actions into a ready-to-edit email.

In progress
1

Meeting details

Start with the facts everyone needs to agree.

2

Group profile

Confirm who is travelling and who is responsible for them.

3

Centre logistics

Make the arrival, stay and departure plan explicit.

4

Programme review

Confirm what is fixed, what may change and what still needs an owner.

Zigzag programme wordingThis is a Zigzag programme, so classes and activities may be reversed. The same programme elements remain in place, but the order may change to make the centre operation work smoothly.
5

Expectations and risk

Capture what success means to the client and what could put it at risk.

6

Relationship plan

Turn the meeting into the next useful contact.

7

Confirm and close

Read the summary back to the client before ending the meeting.

Close with this question“Have I captured the key details and actions correctly? Is there anything important missing before we close?”
Only add actions that someone genuinely needs to do after the meeting.
8

Recap email

This is generated from the answers above. Edit it before sending.

The form saves locally in this browser. If you need a shared team record, use the Copy email button and store the final recap in your normal booking or CRM record.