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First Meeting When Hiring a Consultant Template

Use this meeting template when you meet with a consultant to discuss a specific project.

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    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this First Meeting When Hiring a Consultant Template:

1 Current Priorities

What are the organization’s current priorities?

2 Discussion on Specific Expertise

How will the consultant’s specific expertise serve for this project?

3Next Steps

What are the next steps moving forward?


What is the consultant’s per hour rate? How many hours will this project take? When is the deadline?


Anything to write down?

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