Client Meeting Weekly Action Planner PDF - Clay
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- 1 ZIP download · PDF, ZIP formats · US Letter + A4 + Tablet
- Buyer protection. Corrupt or mismatched files? Full refund.
Item details
Give client meeting a place in the next six weeks. This Weekly Action edition pairs Monday-first split-page schedules with a priority sheet covering meeting purpose, open questions and discussion notes. Write your own week-of dates and leave unused weeks for later.
What's inside: - 1 cover page - Weekly Priorities with three subject panels - Six undated Monday-Sunday split-page schedules - Weekly Support worksheet with three writing areas - Weekly Preparation checklist with two reminders and eight blank lines - Carry Forward table: 12 rows - End-of-Week Check with two reflection prompts - 1 lined subject notes page - Tablet edition adds a clickable contents page, section tabs and a home button
Use the seven labeled day boxes to reserve time instead of making an unbounded task list. Weekly Support keeps decisions and assigned actions nearby. The carry-forward table transfers unfinished action work into a named next action; the final check asks "Which decision needs confirmation?" and "Who owns the next action?"
One ZIP download (Client-Meeting-Weekly-Action.zip) holds 3 PDF files: Client-Meeting-Weekly-Action-US-Letter.pdf; Client-Meeting-Weekly-Action-A4.pdf; Client-Meeting-Weekly-Action-Hyperlinked-Tablet.pdf. Print versions come in US Letter (8.5 x 11 in), A4 (8.27 x 11.69 in), portrait orientation, 13 pages each. The tablet file (14 pages) adds a clickable contents page, side tabs on every page, and a home button, for use with a stylus in any PDF note-taking app. Use the tablet PDF in a PDF annotation application, or choose a print version for paper.
A suggested starting routine: share a clear meeting purpose, then prepare the open questions. When reviewing this client meeting edition, ask "Which decision needs confirmation?" followed by "Who owns the next action?" Record the answer in the notes page if you need more space.
Pages are saved as vector PDF files that print sharply without any scaling surprises. A standard home or office inkjet or laser printer is all you need; pages use light color so ink use stays low. This is a digital download; no physical item is shipped.
Works with Any PDF reader, PDF annotation apps.
File specs
| Formats | PDF, ZIP |
|---|---|
| Dimensions | US Letter + A4 + Tablet |
| Color space | sRGB |
| Downloadable files | 1 ZIP download · PDF, ZIP formats |
| Category | Planners & Printables |
| Last updated |
What you’ll download
- zipClient-Meeting-Weekly-Action.zip189 KB
License and usage
- Personal · $5.99
- Use the files in your own non-commercial projects: home prints, gifts, personal social posts and school work. Anything made with them can’t be sold.
- Commercial · $12.98
- Use the files in client work and in products you sell, up to 5,000 units across all products. Credit is appreciated but not required.
No license allows reselling, sharing or redistributing the original files as they are, including in free packs or AI training sets.
