Customer Meeting Notes Template

Meeting Setup

• Customer:
• Project:
• Date:
• Attendees:
• Meeting goal:
• Decision needed:

Pre-read

• Current project stage:
• Current risk:
• Last decision:
• Open customer commitments:

Discussion

New facts

Assumptions validated

Assumptions rejected

Unknowns

Decisions

Decision	Owner	Evidence	Date

Action Items

Action	Owner	Due	Notes

Risks / Escalations

Later List

Update Required

• Project command center
• Risk radar
• Demo plan
• Product feedback
• Runbook / playbook