Meeting Notes Template
Sample of our same-evening meeting notes. Delivered after each accompanied meeting day when included in your package.
- Present: names, roles, contact level (owner / sales / technical).
- Confirmed by both sides: specifications & quantities discussed, prices and their assumptions, conditions in writing.
- Checked: samples, documents, certifications presented and recorded.
- Open items: every question pending, with the owner & promised date.
- Next steps: what each side will do next, by which date.