AltF Minutes

Client meeting notes template

After a client meeting, the follow-up email is what the client remembers. Use the client template to capture their needs, what you proposed, their concerns, what was agreed and who does what next, then copy it straight into your follow-up email.

  • Free, no sign-up
  • Nothing uploaded
  • No AI rewriting
  • Works on mobile

What to capture with clients

  • Their goal and deadline in their words
  • Budget or constraints mentioned
  • Objections and concerns
  • What you promised to send
  • What they promised to send
  • The next meeting or decision date

Client meeting notes: questions and answers

Should I send meeting notes to the client?

Yes, a short recap within a day confirms what was agreed and avoids misunderstandings.

Is client information uploaded?

No. Everything stays in your browser; only the draft is saved locally until you clear it.

Can I paste a sales call transcript?

Yes. Use the transcript extractor first, then open the result in the template.

What to put in meeting minutes, and what to leave out

Include

  • Meeting name, date, time and place or link
  • Who chaired and who took the notes
  • Attendees and apologies (and quorum, for boards)
  • The purpose or agenda, item by item
  • A short summary of each discussion, not a transcript
  • Every decision, worded exactly as agreed (motions with mover, seconder and vote for boards)
  • Action items with one owner and a due date each
  • Open questions and parked topics
  • Date of the next meeting

Leave out

  • Word-for-word chatter and side conversations
  • Personal opinions, jokes or emotional remarks
  • Who said what in a heated debate, unless the record requires it
  • Confidential or legal advice that belongs in a separate privileged record
  • Guesses about owners or deadlines nobody actually stated

Templates and guides

All of AltF MinutesTranscript extractor, templates, agenda timer, tracker and cost calculator.Meeting minutes templateFree meeting minutes template you fill in online: team, board, standup, 1:1, kickoff, retro and client formats. Export to Docs, Word, PDF or Markdown.How to write meeting minutesHow to write meeting minutes before, during and after the meeting: what to include, what to leave out, an example and a free template you can fill in.Transcript to minutesPaste a Zoom, Teams or Google Meet transcript and get minutes: decisions, action items with owners and due dates, questions and risks. Nothing is uploaded.MOM formatMOM full form, the standard minutes of meeting format, a sample MOM in business English and a free template to fill in and email in minutes.Board meeting minutesFree board meeting minutes template with call to order, quorum, approval of prior minutes, motions, votes and adjournment. Fill in online and export.Nonprofit, HOA and club minutesSimple meeting minutes template for nonprofits, HOAs, PTAs, clubs and churches: attendance, quorum, reports, motions, votes and actions. Free, no sign-up.Action items templateWrite action items that get done: one owner, a verb and a due date. Free action items template and tracker with owner filters and CSV export.Meeting agenda templateFree meeting agenda template with time allocation: start and end times for each item, an overrun warning and a live meeting timer. Turns into minutes in one click.Meeting cost calculatorCalculate what a meeting costs: attendees x hourly rate x length, with overhead, prep time and recurring yearly cost. Live cost meter. Free, private.Meeting minutes examplesMeeting minutes examples you can copy: team meeting, board meeting, client call, standup and project kickoff, with decisions and action items done right.Standup meeting notesFree daily standup notes template: yesterday, today and blockers for each person, a 15-minute agenda timer and blocker actions you can track.One-on-one meeting notesFree one-on-one meeting notes template and 1:1 agenda: wellbeing, priorities, feedback both ways and growth, with agreed actions you can track.Project kickoff meetingFree project kickoff meeting template: goals, scope, roles, timeline, risks and communication plan, with a timed agenda and minutes you can export.Retrospective notesFree sprint retrospective template: what went well, what did not, ideas to try and agreed actions with owners. Includes a 45-minute retro agenda timer.

More free meeting tools

Plan the meeting

Before anyone joins.

During and after

Capture, summarise and follow up.

Time and cost

Keep meetings short and worth it.

AltF Minutes runs in your browser. Transcripts are never uploaded; only your minutes draft and action list are kept, in this browser's local storage.