Client Meeting Notes for Digital Agencies

Where agency projects go wrong

Scope creep, "I thought that was included", and late approvals nearly always trace back to a conversation. The website requirements were discussed in a kickoff, tweaked in two calls and agreed in a hallway. By the time the account manager, designer and developer need the facts, nobody agrees on them.

How agencies can use MeetMemo

• Website requirements. Capture the kickoff and let the notes list client requirements, constraints and open questions. Use the project requirements template for the format.
• Marketing discussions. Keep decisions on audience, channels and messaging apart from brainstormed ideas.
• Approvals. Search for the meeting where the client approved the design direction, and see the source.
• Project scope. Draft a scope of work with in-scope, out-of-scope and acceptance criteria from the discussion, then review it with the client. See notes to proposals.
• Campaign notes and client reporting. Produce progress reports from meeting notes and tasks, with your agency branding. See branded business documents.

Fit and limits

MeetMemo is a personal meeting-memory app for the person running the call. It is not a shared team workspace, a project-management system or a client portal today, and the Business plan is not built. Each team member's meetings live on their own device. AI drafts need review before they go to a client. See pricing for current plans.

Related reading: meeting notes for digital agencies.