Templates guides
Copy-and-paste templates for every kind of meeting: notes, agendas, summaries, one-on-ones, client and sales calls, interviews and follow-up emails.
Meeting notes templates: six formats you can copy
One template rarely fits every meeting. Here are six, each kept short enough that people will actually use it.
6 min read →Templates · TemplateHow to write a meeting summary (with a template)
A meeting summary is the five lines someone reads instead of attending. Here's how to write them.
5 min read →Templates · TemplateMeeting agenda template: how to plan a meeting people don't dread
Good notes start before the meeting. An agenda tells everyone, including the note-taker, what to listen for.
5 min read →Templates · TemplateSales and discovery call notes: a template that helps you close
The best sales notes record the customer's words, not your pitch. Here's what to capture.
5 min read →Templates · GuideThe follow-up email, written well: a structure and a template
The follow-up is the only part of a meeting that everyone reads twice. Four parts, under 150 words, sent the same day.
5 min read →Also useful
Meeting minutes vs meeting notes: what to write, and who it's for
Notes help the people who were there. Minutes are the official record for everyone who wasn't, sometimes with legal weight.
6 min read →Meeting notes · GuideHow to take interview notes that are fair and useful
Interview notes decide careers. Write evidence, not impressions, and write it before the debrief.
5 min read →