Free templates

Templates that save typing.

Use these meeting templates to prepare for conversations, capture decisions and make the next step clear. Choose a format that fits your work, then adapt the prompts and fields to your team. You’ll find templates for client reviews, 1:1s, interviews, sales calls, project updates and follow-up messages.

Meeting planning and notes

• Meeting action items template — Record each task, owner and due date so meeting decisions have a clear next step.
• One-on-one meeting template — Plan useful 1:1s with prompts for priorities, blockers, feedback and follow-through.
• QBR template — Structure a quarterly business review around results, risks, priorities and agreed actions.
• Meeting prep template — Use a meeting prep template and pre-call planning sheet to set an objective, gather context and prepare questions.
• Sales call notes template — Capture a prospect’s needs, objections, decisions and next steps during a sales conversation.
• Executive briefing template — Give an executive a concise brief with the purpose, context, key points and decisions needed.

Client and stakeholder updates

• Client onboarding checklist — Track the information, access, introductions and first steps needed to start a client relationship.
• Weekly status update template — Share progress, risks, blockers and upcoming work in a repeatable weekly status update.
• Handover notes template — Pass ownership between people with context, open work, contacts and specific next actions.
• Investor update template — Organize a monthly investor update around company progress, metrics, challenges and requests.

Follow-up emails, texts and recruiting

• Thank-you email after a meeting — Send a considered follow-up that recaps the conversation and confirms what happens next.
• Donor thank-you call script — Guide a donor appreciation call and note a thoughtful stewardship follow-up.
• Interview follow-up email — Write clear recruiter follow-ups for candidates at different points in the hiring process.
• Candidate rejection email — Tell a candidate the decision with kindness, clarity and respect for their time.
• Quote follow-up email — Follow up on a quote, proposal or estimate with a helpful, low-pressure message.
• Follow-up text messages — Adapt short follow-up texts for clients and leads while keeping the next step easy to answer.

Frequently asked questions

How do I write handover notes?

Start with the person taking over, the current status and the outcome needed. Add key contacts, decisions already made, open questions, deadlines and next actions with owners. The handover notes template gives you a structure to fill in.

How do I make a status report template?

Include a reporting period, overall status, work completed, upcoming work, risks or blockers, and help needed. Keep each section brief and use the same structure each week so readers can find changes quickly. The weekly status update template is a useful starting point.

How do I create a meeting minutes template in Word?

Create sections for the meeting details, attendees, agenda items, decisions and action items. For every action, record an owner and due date. You can also start with the meeting action items template and add your organization’s preferred meeting details.

How do I make a meeting minutes template?

Decide what someone who missed the meeting needs to know: why it happened, what was discussed, what was decided and who will do what next. Keep notes focused on outcomes rather than trying to capture every sentence. The meeting and prep templates above can help you choose the fields.

How do I make a QBR template?

Set the review period and goals, then summarize results, explain important changes, discuss risks and agree on priorities for the next quarter. End with action items, owners and dates so the review leads to a plan. Use the QBR template to organize the discussion.

Want help with follow-through after conversations? Explore Teriara in early access and see what’s available today.