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Client call templates: from preparation to follow-up
Run client meetings on video: preparation, guide, needs notes and follow-up sheet to print – 6 A4 pages.
For freelancers and small businesses: the templates lead through preparation, conversation and follow-up and record what the client needs.
- Preparation and guide
- Needs notes
- Follow-up sheet and check
€4.90 Final price · VAT exempt under § 19 of the German VAT Act (small business scheme, Kleinunternehmerregelung) – no VAT is charged.
Instant download after payment · delivered by email link · pay with PayPal or Stripe (card, Apple Pay, Google Pay, Klarna, SEPA)
Product language: German (the documents are in German)
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What you get
- Kameraklar Kundengespraech.pdf – 6 A4 pages
- LIESMICH.txt, LIZENZ.txt (licence, in German)
Format & technical details
- Format
- PDF (A4), as a ZIP file
- Scope
- 1 PDF, 6 Seiten
- Requirements
- PDF viewer or browser; for printing a printer or “Save as PDF”. Excel files: Excel, LibreOffice or Numbers (no macros).
- Product language
- German (the documents are in German)
- Version
- 1.0
Licence (right of use)
Simple, unlimited right of use for one person, private and professional – including client meetings, webinars, recordings and streams in which you yourself appear. You may not pass on, resell or publish the files; a team licence is available on request.
The full licence is included as LIZENZ.txt in the download and set out in the terms and conditions.