Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
How to Write Meeting Notes and Next Steps in Clientish
Record what was said and agreed, give each next step an owner and a date, link the recording and share it with the client.
Meeting notes turn a call into a record your team and your client can come back to: what you talked about, what you decided and who does what next. In Clientish, the notes sit on the call itself, and one tick decides whether your client sees them.
Who can do it: a client’s meeting: the owner, admins and roles with Edit Clients; a lead’s call: roles with Edit Leads
How to Write Meeting Notes After a Client Call
Open the notes
On the client’s Meetings tab, click Write notes on the call. For notes you already saved, open Meeting actions and choose Edit notes.
Write what you talked about and decided
Fill in What we talked about and What we decided. You need at least one line in either of them to save.
Add the next steps
Under Next steps, write each task, choose who does it, your agency or the client, and add a due date if one was agreed. Use Add step for more, up to 30.
Paste the recording link
Add the link to the recording under Recording (optional). It is only a link: the video stays in your Google Drive or Zoom, so make sure your client can open it.
Choose who sees the notes and save
Leave Show these notes in [client]’s portal under Meetings ticked to share them, or untick it to keep them for your team. Click Save notes.
The row then shows Shared with client or Private. You can change the notes, or the choice, at any time with Edit notes.
What Does Your Client See When You Share Meeting Notes?
A View notes button on that call in their portal. It opens what you talked about, what you decided, the next steps with who and when, and Watch recording.
- Steps that are theirs are marked You, and the past calls list shows how many are waiting for them, such as 1 for you.
- Steps that are done are crossed out.
- Private notes never appear in the portal; the call shows No notes shared.
How to Write Notes on a Lead’s Call
From the lead’s Meeting card. After the call, choose It happened under How did it go?, then Write notes. The window is the same, without the portal tick: a lead has no portal, so these notes are always private.
When the lead becomes a client, the notes move to the client’s Meetings tab and stay private until you share them there.
Can AI Write the Meeting Notes for You?
Yes, from the call transcript. The same window has Let AI write the notes from at the top; see How to Write Meeting Notes With AI.