Client check-in agenda sent in your branding, automatically
With clients, the agenda email is part of the service. Turning up to a recurring call with no circulated agenda reads as disorganised, but writing one by hand before every account call is exactly the work that gets skipped in a busy week.
Agendair sends it for you, in your colours and from your address, with your logo in the header. The client can submit items too — the reminder email's button works for anyone on the recipient list — so the call opens with their concerns already written down rather than surfacing at minute forty.
Decisions and next steps are recorded on the rows, which doubles as the follow-up note. When a scope question arises three months later, the row with the date and the owner is the answer.
What sits in a client check-in agenda
| Row in the sheet | How Agendair handles it |
|---|---|
| Actions from the last call | Open rows carry forward until closed. |
| Items the client submitted | Added through the reminder email during the week. |
| Delivery progress and upcoming work | Updated on the row before the call. |
| Scope, budget and change requests | Recorded so the change log builds itself. |
| Next steps with named owners | Split between your team and theirs. |
The same sheet records what the client check-in decided.
| Decision | Owner | Status |
|---|---|---|
| Add the analytics dashboard to the current phase | Account manager | Closed |
| Move the monthly call to the first Tuesday | Client sponsor | Closed |
| Quote separately for the additional integration | Delivery lead | New |
Closed rows fold out of the default view but are never deleted. The agenda is the register — there is no second document to keep in sync.
Build this kit — $39 once