Client meeting notes for agencies
Agencies live on what was agreed in client calls: the deadline, the extra round of revisions, the thing the client promised to send. When it isn’t written down, it turns into a scope argument three weeks later.
- Minutes the client can readShare the minutes with a link and an optional passcode. The client reads the summary, decisions and tasks without making an account.
- Who owes what, on both sidesTasks keep their owner whether that’s your team or the client’s, so “we’re waiting on your feedback” has a date and a quote behind it.
- Your agency’s letterheadAdd your logo to the workspace and printed minutes carry it at the top, ready to send.
A template you can copy
Use it in any doc, with or without Scripta.
Client check-in · [client] · [date] From us: [names] From the client: [names] Status since last call - [what was delivered] Decisions - [decision] (agreed by [name]) Waiting on the client - [item] · due: [date] Our next steps - [task] · owner: [name] · due: [date] Next check-in: [date]
Questions
Do clients need a Scripta account to read the minutes?
No. A share link opens the minutes in the browser. You choose whether it needs a passcode, and you can turn the link off at any time.
Does a bot join client calls?
No. Nothing of Scripta’s joins your call. You record from your browser, or bring the transcript your call tool or recorder already makes.
Can clients comment?
Yes, if you allow comments on that link. Their comments appear on the meeting for your team to answer.
Can we keep each client separate?
Use one workspace per client, or group meetings for a client into a Space inside one workspace.
Is there a free plan?
Yes. The free plan needs no card and includes AI write-ups and recording minutes every month. Paid plans add more of both, and seats for a team.
Turn your next meeting into decisions and owned tasks
Free plan, no card needed. Nothing of Scripta’s ever joins your call.
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