External meetings
Customer check-in meeting template
A customer check-in meeting agenda for account managers to keep projects and milestones on track.
Template author
Hubspot [Source]
About this template
Keeping customers happy is the key to retention and lifetime value. While every business and customer is different, this agenda helps you provide ongoing value to those customers and accounts that matter most.
Working on a long-term project together? Helping them improve efficiencies in their company? Training them to make the most of your software? Keep the customer in the loop and create action items together to move the relationship — and the key results! — forward.
Customer Check-In Meeting Agenda
Welcome + Goal
Project Status
Updates - Summarize 1-5 updates here with 1-3 bullet points each
Timeline - Include high-level deadlines/milestones (if applicable)
Training or Product Updates
Add any notes about training or product updates
Action Items
Include the name of the person responsible, the task, and the due date.
Summarize & Commit
Call back to the goal of the meeting to show how together you have achieved the goal.
Source: Hubspot
When to use this template
Use this template for regular check-ins with a customer, whether that’s quarterly, bi-monthly, or semi-annually. While this template specifies a “project status,” it could apply more generally to progress in onboarding, training, or product usage; for example, you may have milestones set up for getting the client’s systems fully integrated with your software.
Send the agenda ahead of the meeting so the customer knows what to expect and can add questions or discussion items. Then send a recap of the meeting after it happens to close the loop.
