Template

Client Onsite Meeting Form

by James Cole, from the Community

10+

Use this client onsite meeting form to document key details from site visits and client walkthroughs. Record the job number, site address, meeting purpose, items requested for rectification, and brief notes. Add photos, set dates for follow-up and rectification, and capture client names and signatures to confirm agreements. Ideal for construction and field service teams to keep meetings organized and actionable.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
TCG Client Meeting Report Template
This client meeting report template helps teams capture structured notes and outcomes from customer site visits. Record the meeting purpose, agenda, attendees, discussion details, decisions, and action items with owners and due dates. Track outcomes, processes agreed, and sign-off, then schedule the next meeting. Designed to standardize minutes across teams, it supports consistent follow-up and accountability for field and operations visits.
by John Heatley, from the Community
Downloads: 10+
Get
Template
Meeting Attendance Template Meeting 1.7
This Meeting 1.7 attendance template helps teams record essential meeting details and participants. Capture document number, client or site, meeting date, preparer, and location. Specify the type and purpose of the meeting, then add notes and remarks to document decisions and follow ups. Use this simple form to standardize meeting records, improve accountability and maintain consistent documentation across your organization.
by Berlo Coetsee, from the Community
Downloads: 20+
Get
Template
Maintenance Rectification Checklist
This maintenance rectification checklist helps onsite installers and supervisors record defects, assign rectification actions, and verify completion. Capture key project details including company name, job site address, site contacts, the inspector, inspection date, and comments. Use it to standardize inspections, document issues with photos and notes, and track close-out of punch list items to improve build quality and handover readiness.
by Richard Parker, from the Community
Downloads: 0
Get
Template
Client Visit Report Template
This visit report template helps teams document client site visits or meetings in a consistent, professional format. Capture key details such as client, date, location, attendees, and meeting objectives. Record discussion notes, action items, and follow ups, track completion dates, and add supporting media like photos. Include an action plan and obtain signatures to formalize outcomes and accountability. Ideal for consultants, account managers, auditors, and field teams who need clear records of on site engagements across industries.
by Ric Cumming, from the Community
Downloads: 10+
Get

TCG Client Meeting Report Template

This client meeting report template helps teams capture structured notes and outcomes from customer site visits. Record the meeting purpose, agenda, attendees, discussion details, decisions, and action items with owners and due dates. Track outcomes, processes agreed, and sign-off, then schedule the next meeting. Designed to standardize minutes across teams, it supports consistent follow-up and accountability for field and operations visits.

by John Heatley, from the Community

10+

Get

Template

Meeting Attendance Template Meeting 1.7

This Meeting 1.7 attendance template helps teams record essential meeting details and participants. Capture document number, client or site, meeting date, preparer, and location. Specify the type and purpose of the meeting, then add notes and remarks to document decisions and follow ups. Use this simple form to standardize meeting records, improve accountability and maintain consistent documentation across your organization.

by Berlo Coetsee, from the Community

20+

Get

Template

Maintenance Rectification Checklist

This maintenance rectification checklist helps onsite installers and supervisors record defects, assign rectification actions, and verify completion. Capture key project details including company name, job site address, site contacts, the inspector, inspection date, and comments. Use it to standardize inspections, document issues with photos and notes, and track close-out of punch list items to improve build quality and handover readiness.

by Richard Parker, from the Community

Get

Template

Client Visit Report Template

This visit report template helps teams document client site visits or meetings in a consistent, professional format. Capture key details such as client, date, location, attendees, and meeting objectives. Record discussion notes, action items, and follow ups, track completion dates, and add supporting media like photos. Include an action plan and obtain signatures to formalize outcomes and accountability. Ideal for consultants, account managers, auditors, and field teams who need clear records of on site engagements across industries.

by Ric Cumming, from the Community

10+

Get

Client Onsite Meeting Form

About author

You might also like

TCG Client Meeting Report Template

Meeting Attendance Template Meeting 1.7

Maintenance Rectification Checklist

Client Visit Report Template

You might also like

TCG Client Meeting Report Template

Meeting Attendance Template Meeting 1.7

Maintenance Rectification Checklist

Client Visit Report Template