About this template
Consulting lives and dies by client communication. This meeting notes template is designed for the consulting context: it captures not just what was discussed, but the client's perspective, decisions made, and commitments on both sides.
Use it for client calls, stakeholder interviews, steering meetings, and workshops. Share the notes after every meeting to keep everyone aligned and create a paper trail for the engagement.
What's inside
- Meeting context: client, project, date, attendees, and purpose
- Agenda / topics covered: what was planned vs. what was discussed
- Client feedback & concerns: what the client said (in their words)
- Discussion notes: key points, insights, and open questions
- Decisions made: what was agreed, with rationale
- Action items: owner, task, and due date (for both sides)
- Follow-up needed: items to revisit or escalate
Who it's for
Independent consultants, consulting firms, agencies, and client-facing roles where clear communication and documented accountability matter.
How to use it (best practices)
- Take notes during the meeting: waiting until after leads to forgotten details.
- Capture client quotes: their exact words reveal priorities and concerns.
- Separate decisions from discussion: make it easy to find what was agreed.
- Assign action items to both sides: consulting is a partnership, not a monologue.
- Share within 24 hours: timely follow-up signals professionalism.
Looking for a Notion / Google Docs / Word consultant meeting notes template?
If you searched for a meeting notes template for consultants in Notion (or Google Docs / Word), this structure works anywhere: copy the sections and adapt them to your tool. If you want something faster to fill and easier to share with clients, you can also use this template instantly in Ununu.
Consultant meeting notes vs. general meeting minutes
General meeting minutes focus on internal decisions. Consultant meeting notes are client-facing: they document the client's input, capture commitments on both sides, and serve as a record of the engagement. They're part of how you deliver value—not just internal admin.
FAQ
Should I share meeting notes with the client?
Yes—almost always. Sharing notes shows professionalism, ensures alignment, and creates a shared record. Redact internal-only items if needed.
How detailed should consultant meeting notes be?
Detailed enough to capture decisions, commitments, and client feedback. Skip internal tangents and focus on what the client cares about.
How do I handle sensitive topics in notes?
Keep two versions if needed: a client-facing summary and internal notes with sensitive details. Never share confidential information carelessly.