# Client check-in meeting notes template

Date: [add date]
Participants: [add names]
Purpose: [add purpose]

## Progress since last check-in

[Summarize completed outcomes and outstanding work against the agreed plan. Avoid vague green-status language when something remains blocked.]

## Client feedback

[Separate the client’s observation from your proposed solution. Note the artifact or version they reviewed.]

## New requests & scope impact

[Capture a request without assuming it is approved. State whether effort, cost, or timing still needs discussion.]

## Decisions

[Record choices explicitly made during the call, including conditions. Leave proposals in the open-items section.]

## Mutual next steps

[Include actions accepted by both sides and their dates when stated. Distinguish an internal action from a client dependency.]

## Next check-in focus

[Choose the unresolved item that deserves attention next. Do not create a meeting time unless it was agreed.]