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Monthly Client Meeting Agenda

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Build strong relationships with your clients with upbeat and informative monthly client meetings. This template is designed for effective project management, client satisfaction, and transparent communication.

Business Meetings Client Meetings Agency Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Monthly Client Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Monthly Client Meeting
Today @ 10:30 - 11 AM
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Monthly Client Meeting
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Monthly Client Meeting Agenda
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

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

What’s inside this monthly client meeting agenda template?

1👀 Account review

Discuss project progress, milestones reached, and overall satisfaction.

2📊 Key performance indicators (KPIs)

Analyze KPIs and metrics to track the success of ongoing projects and initiatives.

3🗣️ Feedback on deliverables

Discuss any client feedback on recently completed work and identify any revisions needed.

4🚧 Challenges and solutions

Identify challenges faced by you or the client and propose solutions.

5🚀 New opportunities

Explore new opportunities for collaboration or discuss potential upselling and cross-selling strategies

6🔋Budget and resource update

Review financial forecasts, resource allocation, and how the budget is being utilized for this project

7✅ Next steps and timeline

Establish clear next steps, assign responsibilities, and set realistic timelines for upcoming deliverables.

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Fellow.app

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “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
    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
    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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