What To Say In a Meeting Recap
A simple but effective tool for all Client Success team members is the meeting recap. It is a place to confirm what was discussed in the meeting, assign next steps, and create a clear plan of action. If you're not clear on the right way to do a meeting recap, below is a sample video that can help you figure out what to say. In addition, there is a template of what a great meeting recap can look like, including next steps and attaching documents.
Meeting Recap Templates for Download
Below you will see several templates that you can preview and download to use with your own teams. Feel free to change any of the colors or branding to better suit your needs, and fill in with the content that makes the most sense for your company.