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Client meeting agenda

45 minutes 8 blocksFree Free template

A 45-minute client check-in: goals recap, progress shown not listed, feedback, the decisions you need from them and a recap email ready afterwards.

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45 min · 8 blocks, drawn to scale Fits exactly
  1. How is it feeling on your side?, 3 minutes 3
  2. Goals recap: what we agreed we're working toward, 3 minutes 3
  3. Progress since last time: done, in progress, next, 10 minutesInfo 10
  4. Feedback on the work so far, 8 minutesDiscuss 8
  5. Decisions we need from you, 8 minutesDecide 8
  6. Risks and changes to scope or priorities, 6 minutes 6
  7. Quick pulse: how are we doing?, 2 minutes 2
  8. Next steps, owners and the recap email, 5 minutes 5
011233445 min
  1. +0′How is it feeling on your side?One word for how the project feels from your sideTip: Read the words before you present anything. A word like rushed or unclear changes how you run the rest of the meeting.3 minCheck-in
  2. +3′Goals recap: what we agreed we're working towardTip: One slide or one sentence. Every update after this should connect back to it.3 minInfo
  3. +6′Progress since last time: done, in progress, nextTip: Show the work rather than listing tasks. Lead with what changed for the client, not what you were busy with.10 minInfo
  4. +16′Feedback on the work so farTip: Ask specific questions: "Does this match how your customers talk?" gets better feedback than "Any thoughts?"8 minDiscuss
  5. +24′Decisions we need from youTip: Bring each as a question with options, your recommendation and the date you need an answer. Decisions not made today get an owner and a date.8 minDecide
  6. +32′Risks and changes to scope or prioritiesTip: Raise risks early and in person. If scope is changing, say what it does to time and budget now, not on the invoice.6 minDiscuss
  7. +38′Quick pulse: how are we doing?How do you feel about how the work is going?Tip: Any answer below happy is a gift. Ask about it right away, kindly.2 minVote
  8. +40′Next steps, owners and the recap emailTip: Read back the decisions and next steps. The summary becomes the recap email, ready to send the same day.5 minWrap-up

In short

A client meeting is a regular check-in where you show progress, get feedback and secure the decisions the work needs. This 45-minute agenda covers a goals recap, progress shown rather than listed, feedback, decisions with options, risks and scope, a quick satisfaction pulse and next steps, with a recap email drafted from the summary.
Time
45 minutes
People
Your team and the client's
Ends with
Decisions, owners, recap email
Plan
Free

Updated October 4, 2026

What's inside

By the end of this meeting, the client has seen the progress, given feedback and made the decisions the work is waiting on, and everyone knows the next steps. The full agenda is drawn to scale above: every block has its own timer when you run it live.

How to run it

  1. 1Send the agenda a day ahead with the decisions you'll need, so the right people come prepared.
  2. 2Start with the client's view before your update, and tie every piece of progress to the goals.
  3. 3Put decisions in the middle of the meeting, when attention is highest, not in the last five minutes.
  4. 4Use the quick pulse to catch concerns while you can still fix them.
  5. 5Send the recap email from the summary the same day: decisions, next steps, owners and dates.

Questions people ask

What should you discuss in a client meeting?
The goals you're working toward, progress since last time, the client's feedback, the decisions you need from them, risks or scope changes, and next steps with owners and dates.
What should client meeting notes include?
Who attended, decisions made, feedback given, open questions, and next steps with owners and dates. Send them as a recap email the same day.
How is a client onboarding meeting different?
An onboarding meeting is the first one after signing: introductions, goals, scope, ways of working and the first milestones. Once the work is running, this check-in agenda takes over.

Run it with your group

Free
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
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