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A great way to make sure everyone remembers what was discussed in your meeting!
Known as a “Call Report” or “Contact Report” (for internal reporting) or a “Meeting Report” or “Minutes” (when reporting back to your client).
A handy template for recording and reporting on agency/client meetings, in a format suitable for both internal and external use.
Impress your clients with your efficiency! You'll be able to show what was discussed plus action points from the meeting.
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