

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

Preview template
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.