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Client Update Meeting Template

Prepare a client update meeting agenda that covers the essentials and makes the best use of your client's time.

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1 Project status

Discuss where you are with the project. Are you behind, right on schedule, or ahead of schedule?

2 Budget and scope updates

Discuss with the client whether or not the project is still within the range you originally anticipated..

4 Next steps

Discuss with the client what the next steps are to move the project forward. If the project is facing significant problems, now is the time to schedule a follow-up meeting.

5 Recap the essentials

Conclude by going over what was discussed during the meeting to ensure both parties are on the same page.

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About the author

Adigo

Adigo believes in making the world a better place by connecting people and ideas worldwide. Adigo provides audio, web, and video conferencing for businesses that need reliable collaboration tools.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    Head of Customer Success, KeepTruckin

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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