MEETING CONTEXT
Date and timezone: [date / timezone, or not recorded]
Participants and roles: [names / roles]
Company and exact opportunity: [company / deal]
CRM record link or ID: [verified record]
Source reference: [original note / approved transcript]
Customer goal or problem: [stated goal, or not recorded]

COMMERCIAL STATUS
Proposed value and currency: [amount / what period it covers]
Contract or approval status: [confirmed / proposed / unknown]
Unapproved fees or requirements: [details]
Forecast close date: [forecast only, unless explicitly agreed]

AGREED ACTIONS — ONE LINE PER COMMITMENT
[action] | Business owner: [name or unknown]
Agreed due date: [date / not agreed]
CRM assignee: [actual user responsible for tracking this]
Linked activity: [ID / link after saving, or not yet created]
Source and changes: [reference / corrected deadline]

OPEN QUESTIONS
[item] | What remains unconfirmed: [detail]
Person to ask: [name / unknown]
Do not record a proposed meeting as confirmed.

INTERNAL ONLY — EXCLUDE FROM CUSTOMER RECAP
[negotiation notes / private context, or none recorded]

HANDOFF CHECK
Saved note: [link]
Saved activities verified: [links / still missing]
Customer recap: [draft / reviewed / sent]
Do not mark an email sent or a task done before it happens.