# Account meeting brief

Copy this template for a single meeting. Replace every bracketed field. Store it where the intended readers are permitted to access the included information.

## Meeting

- Account: [name and stable account identifier]
- Purpose: [decision or outcome the conversation should support]
- Date, time and timezone: [current calendar invitation]
- Account owner: [person responsible for review]
- Attendees: [confirmed people; invited/unconfirmed people listed separately]
- Prepared by / prepared at: [person or system; timestamp]
- Review status: Draft
- Reviewed by / reviewed at: [complete only after review]

## Read before the call

[Two or three sentences about the confirmed context, the material issue and the intended conversation. Keep interpretation labelled.]

## Confirmed context

| Observation | Source ID | Record date | Last checked |
|---|---|---|---|
| [A fact supported by the source] | [S1] | [date] | [date] |

## Previous commitments

| Commitment | Recorded owner | Due date, if recorded | Current status | Source ID |
|---|---|---|---|---|
| [What was actually agreed] | [person or unknown] | [date or unknown] | [status and observation date] | [S2] |

## Hypotheses to check

- Hypothesis: [possible interpretation]. Basis: [source IDs]. Question to test it: [question].

## Missing information and conflicts

- Missing: [source or fact not available]. Resolve with: [owner or source to ask].
- Conflict: [statement from S1] versus [statement from S2]. Working assumption, if needed: [state it explicitly]. Resolver: [person].

## Questions for the meeting

1. [Question that resolves the most important gap]
2. [Question about a previous commitment or customer goal]
3. [Question that helps establish the next action]

## Proposed next action

[An action to discuss. Owner and due date remain proposed until agreed.]

## Source register

| ID | Record title / system | Record ID or accessible URL | Record date | Last checked |
|---|---|---|---|---|
| S1 | [source] | [reference] | [date] | [date] |
| S2 | [source] | [reference] | [date] | [date] |

## Review before use

- [ ] Confirm the meeting date, timezone and participant status.
- [ ] Check each material factual statement against its source.
- [ ] Preserve unresolved gaps and conflicting records.
- [ ] Confirm commitments were agreed rather than merely suggested.
- [ ] Remove sensitive information that the intended readers do not need.
- [ ] Verify that source access and the brief's storage are permitted.
- [ ] Record the account owner's approval above.

Internal-brief approval covers use in preparation. Obtain separate approval for customer communication or changes to account records.

## After the meeting

- Decisions: [what was agreed]
- Actions: [action, agreed owner, agreed due date]
- Questions still open: [remaining gaps]
- Updated source record: [where the outcome was recorded]