Free Client Check-In Layout

Prepared By: [Your Name]

Meeting Date:                               
Time:                               
Client Name:                               
Attendees:                               

Agenda

1. Welcome & Recap of Previous Meeting

   • A brief overview of the last check-in's main points.
     

2. Project Status Update

   • Progress since the last check-in.

   • Key accomplishments/milestones.

   • Metrics (if applicable, e.g., % complete, deadlines met).
     

3. Deliverables Review

   • Review of any deliverables or key tasks.

   • Feedback or revisions needed.
     

4. Challenges or Roadblocks

   • Any issues that have arisen.

   • Solutions being implemented or support needed.
     

5. Next Steps & Timeline

   • Upcoming tasks and key deadlines.

   • Roles and responsibilities for both parties.
     

6. Open Discussion/Questions

   • Time for client input, additional questions, or concerns.
     

7. Action Items & Assignments

   • Clear, concise list of action items with assigned team members and deadlines.

Key Project Metrics (Optional):

Next Check-In:

• Proposed Date:                               

• Time:                               

• Platform/Location:                               

Notes & Comments:

• (Optional space for any additional information discussed during the meeting.)

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