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Template

Client Onsite Meeting Form

by James Cole, from the Community

Downloads: 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.

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About author

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.