Free Client Meeting Notes Template Pack (Word) WHAT IT IS Three meeting note templates for freelancers — discovery, progress check-in and handover — each with agenda, decisions and action owners. WHAT'S INSIDE Word document. HOW TO USE (5 STEPS) 1. Open the main file in its folder. 2. Replace every bracket field or EXAMPLE row with your own details. 3. Save a copy for each client or week before you start editing. 4. Use it on a real job, not just as a sample. 5. Keep the finished copy with the project file. REQUIREMENTS Microsoft Word, LibreOffice Writer, or Google Docs for the Word file; any PDF reader for the PDF file.