Meeting Recap

Usage Guidelines

• Every meeting with a client warrants creating a meeting recap to send to them after the meeting is complete.
  • This applies to both in-person or phone meetings.
  • This does not apply to proposal presentations or non-client meetings unless otherwise mentioned.
• Meeting recaps should be sent to them by the end of the business day. If the meeting ends at the end of the business day or after hours, it should be sent by noon the following business day.

Contents of a Meeting Recap

Subject: Meeting Notes from [date]

Includes:

• Bold and underline “Attendees”
  • List attendees of meeting
• Bold and underline “Discussion points/notes”
  • Include links to anything you reviewed on the call

• Bold and underline “Elevato Deliverables & Next Steps”
  • Any tasks from the meeting that Elevato has promised to complete
    • ex) edits to ads, new research, different designs, video changes, etc.
  • These must also become tasks in Teamwork
• Bold and underline “[Client Name] Deliverables”
  • Any tasks from the meeting that the client has promised to complete
    • ex) in-depth review thoughts, additional info, data, access to platform, multimedia, etc.
  • It is the responsibility of Account Manager/Project Manager to ensure these are provided by the client to management.
• Bold and underline “Budget Update” (if applicable)
  • Provide the client with an update on how much of the budget has been spent and how much is left
• Bold and underline “Timeline Update”
  • Update the client on current timeline and pacing for the project
• Send email to client with attachments if necessary
• CC all members of the team that were present and the teamwork email for this project