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Meeting Notes

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Name(Required)

First Last

Email(Required)

Phone(Required)

Company Name

Website(Required)

Understanding the Client

Inquire about their current situation and the challenges they face.

Discuss their goals and what they hope to achieve.

Scope of the project.

Defining the project scope is a crucial step in project management. It outlines the boundaries, deliverables, and requirements of a project, ensuring that all stakeholders have a clear understanding of what the project entails.

Timelines and deadlines

Budget and financial constraints.(Required)

Clients vision for the project and expectations for the final outcome

Discuss functionalities and/or features required to achieve the project goals.

Does the client have a style guide?

- Ask about their design preferences. - Discuss color schemes, branding, and visual elements. - Understand any existing brand guidelines they have.

Websites that appeal to client

Communication and Collaboration

- Outline your communication process. - Discuss preferred methods of communication (email, phone, meetings). - Set expectations for updates and check-ins.

Summarize the key points discussed.

- Outline the next steps in the process. - [If needed] Set a follow-up meeting or call to discuss further details.

Q and A

- Open the floor for any questions they might have. - Address any concerns or uncertainties.

Message

Any final thoughts?