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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.

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Monthly Client Meeting Agenda
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AI suggested talking points
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  • 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 is the only all-in-one AI meeting transcription and management software for remote and hybrid teams. Have fewer, more effective meetings and 1-on-1s with AI, behavior-driving features, and seamless integrations.

  • Brittany Forsyth
    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
    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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