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. 

Meeting Recap Video Basics

Meeting recap screenshot
Full Description:

If you’re not sure what to say in a meeting recap video, or how to handle follow up, this is a great example of how to make a simple and short video for your clients.

Target Audience:
Leaders and Users
Frequency:
After every meeting
View Example

Meeting Recap Example

Image of meeting recap
Full Description:

This example shows the three recommended areas of a meeting recap: highlights with personal video, a clear list of next steps with owners, and attachments. 

Target Audience:
Leaders and Users
Frequency:
After every meeting
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Gain Further Understanding of Meeting Recaps Below...

The articles below will help give a better understanding of the importance of Meeting Recaps and other best practices of Client Success teams.

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Becoming Proactive About Client Success
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How to Use Leading and Lagging Indicators to Prevent Churn
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Bringing Value to Clients and Prospects

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