Meeting note

templates

The best meeting notes templates for aligned,
forward-thinking teams

Templates page illustration

Borrow best practices from leading teams

Customer success
Customer Check-in
A flexible framework to help you better understand your clients' needs and the value you can provide to them.
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Customer success
Customer Feedback
Feedback helps you reach true customer success. Drive your product in the right direction with this customer feedback template.
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Customer success
Customer Handoff
Understand your clients better, accomplish objectives faster, and earn trust quicker with our customer handoff template.
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Sales & partnerships
Customer Onboarding
Your onboarding process is critical to customer success. Reduce time to value and drive better results with this customer onboarding template.
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Team meetings
Employee Onboarding
Onboarding is how to make your new hire feel welcomed and hit the ground running. Get it right with our employee onboarding template.
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Generic meetings
General Meeting
Can't find the right meeting note template? Use this general meeting template to capture insights and transform them into action.
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Customer success
Customer Check-in
A flexible framework to help you better understand your clients' needs and the value you can provide to them.
VIEW TEMPLATE
Customer success
Customer Feedback
Feedback helps you reach true customer success. Drive your product in the right direction with this customer feedback template.
VIEW TEMPLATE
Customer success
Customer Handoff
Understand your clients better, accomplish objectives faster, and earn trust quicker with our customer handoff template.
VIEW TEMPLATE
Generic meetings
General Meeting
Can't find the right meeting note template? Use this general meeting template to capture insights and transform them into action.
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Product & development
Post-Mortem
It's ok if things didn't go as planned. This post-mortem template helps your team identify opportunities to become better together.
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Product & development
Product Roadmap
Get your product team where they need to go. Move the needle and make your vision a reality with this product roadmap template.
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Product & development
Product Team Meeting
Transform your weekly product team meeting into an engine for innovation and improvement with this meeting note template.
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Product & development
Sprint Planning
Sprints are the backbone of every great agile organization. Get your team ready to get things done with our sprint planning template.
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Product & development
User Research
User research is necessary for any product to evolve. Simplify the process and optimize its impact with our user research template.
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Sales & partnerships
Customer Onboarding
Your onboarding process is critical to customer success. Reduce time to value and drive better results with this customer onboarding template.
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Sales & partnerships
Partnership Check-in
Transform insight into action and cultivate collaborations that benefit both businesses with our partnership check-in template.
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Sales & partnerships
Partnership Discovery
Finding great partnerships can be one of the hardest parts of business. Streamline the process with our partnership discovery template.
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Sales & partnerships
Sales Conversation
Conversations are crucial for moving leads through your sales funnel. Steer your discussions the right way with this meeting note template.
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Sales & partnerships
Sales Meeting
With this sales meeting template, you can transform your weekly catch-ups into an engine for insights and higher close rates.
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Sales & partnerships
Sales Qualification
Identifying ideal long-term customers is easier said than done. Simplify the process with our sales qualification template.
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Team meetings
Employee Onboarding
Onboarding is how to make your new hire feel welcomed and hit the ground running. Get it right with our employee onboarding template.
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Team meetings
Job Interview
RecruitLoop's job interview template to help you hire top-notch talent.
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Team meetings
One-on-One
Your team is your most important investment. Cultivate strong relationships and get aligned with our one-on-one template.
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Team meetings
Retrospective
Take a step back to show the best way forward. Transform past lessons into plans for the future with this retrospective template.
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Team meetings
Team Meeting
Take the work out of 'teamwork.' Transform your internal meetings into vehicles of progress with our general team meeting template.
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Team meetings
Weekly Meeting
Each week brings new challenges. Keep your team aligned and ready to take on upcoming priorities with our weekly meeting template.
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