Call Report

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A great way to make sure everyone remembers what was discussed in your meeting!

  • Resource code: CR1-0814
  • Author: Sarah Ritchie
  • Last updated: August 2014
  • Format: One Microsoft Word template for editing

How will this resource help me?

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.

Template features:
  • One template.
  • Created in Word for Mac 2011 (.docx) and cross-compatible with Word for PC.
  • Fully customisable.
  • Simple, easy-to-use template.
  • Download includes a support file.
  • Risk-free, 100% satisfaction guarantee (or your money back).


Category: AM-Insider, Client, Word


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