Meeting follow-up · Worked example
Turn notes into a follow-up¶
The useful part is deciding what the notes actually support. An agreed launch target belongs in the record. A missing mockup deadline needs a question.
Fictional meeting
GreenLine Landscaping, Dana, and Marco are invented for this example. The requested output is a friendly client follow-up. The private remark about the previous developer must be omitted from every output.
The notes¶
kickoff with GreenLine Landscaping - Dana (owner), Marco (crew lead)
meeting date not recorded
Dana wants the site by April 1 at the latest, before spring rush
start with home, services, contact
Marco: new job photos this month
Dana owns the domain, our team will host the site
Dana to check whether registrar has a way to invite us; no passwords by email
budget approved at proposal amount; Dana says deposit this week
private remark about old developer - leave out of follow-up
request-a-quote form, no prices on the site
our team: send contract + deposit invoice, homepage mockup by ???
gallery can wait until summer - Dana agreed
Decisions¶
- Start with home, services, and contact pages.
- Use a request-a-quote form without public prices.
- Dana keeps the domain; our team handles hosting.
- Defer the gallery until summer.
- Use the approved proposal budget.
- Aim for April 1 at the latest. The year is not recorded.
Action items¶
| Owner | Task | Due |
|---|---|---|
| Dana | Check the registrar's account invitation options | No date |
| Dana | Pay the deposit | This week |
| Marco | Take new job-site photos | This month |
| Our team | Send the contract and deposit invoice | No date |
| Our team | Draft the homepage mockup | No date |
The meeting date is missing, so "this week" and "this month" stay as written. They need confirming before anyone puts them on a calendar.
Open questions¶
- Which year does the April 1 target refer to?
- What dates should replace "this week" and "this month"?
- When is the homepage mockup due?
- What account access does the registrar support?
Draft follow-up message¶
Subject: GreenLine website: decisions and next steps
Hi Dana,
Here is the recap from the kickoff.
We will start with home, services, and contact pages, with a request-a-quote form and no public prices. You will keep the domain, our team will handle hosting, and the gallery can wait until summer. The budget is the amount in the approved proposal.
We will send the contract and deposit invoice, then draft the homepage. You will check the registrar's account invitation options, and Marco will take new job-site photos.
We recorded an April 1 launch target, a deposit this week, and photos this month. Could you confirm the full launch date and the deposit and photo deadlines? We also need to agree on a date for the homepage mockup.
Please use the registrar's invitation feature if it supports one. We do not need passwords sent by email.
Thanks, [Your name]
What to check¶
The record separates a launch target from a promise that the site will be ready. It leaves the mockup deadline open and keeps relative dates visible. The excluded remark is absent.
Before using a real draft, check the owners, dates, decisions, and private details against your notes.