Consultation template

A consultation call agenda that keeps the client goal in view

Use this free agenda for a discovery call, review or follow-up. It gives both people a clear outcome, enough room for questions and a concrete next step without turning the conversation into a script.

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By Meeto · Updated September 25, 2026

Copy this consultation agenda

Replace the bracketed text with the promise you make to the client. Share the short version before the call and keep the longer prompts for your own notes.

Consultation: [specific outcome]
Length: [30 / 45 / 60 minutes]

1. Arrive and confirm the goal (0–5 min)
   - What would make this conversation useful today?
   - Has anything changed since we booked it?

2. Understand the current situation (5–15 min)
   - What is happening now?
   - What have you already tried?
   - Who else is affected by this decision?

3. Explore options (15–25 min)
   - What would a good result look like?
   - Which constraint matters most: time, budget, people or risk?
   - What evidence would help us choose?

4. Agree on the next action (25–30 min)
   - What will happen next?
   - Who owns it and by when?
   - When should we check in again?

For a longer call, keep the same order and give the exploration section more time. If the call is a review, replace “current situation” with the agreed success measure and evidence.

Prepare the call in five minutes

Write the outcome

Use one sentence that starts with a verb: choose a plan, review a draft, identify the first experiment or decide whether to continue.

Send three prompts

Ask what the guest wants to solve, what they have tried and what constraint should shape the conversation. Keep the prompts optional and relevant.

Check the joining path

Open the meeting or booking link in a private browser window. Confirm that the title, time zone and preparation note are understandable to someone seeing them for the first time.

When a client should choose a time, use the online booking page. When the conversation is immediate, start a free instant meeting and share its link.

Close with a follow-up you can act on

Repeat the decision. Say what was agreed and what is still open.
Name one owner per action. “We will look into it” is not an action until one person owns it.
Add a date. Use a specific date or a new booking link, rather than “soon”.
Share only the necessary notes. Do not forward a private room link, recording or client detail to people who do not need access.

Frequently asked questions

How long should a consultation agenda be?

Keep the visible agenda short enough to scan in a minute. For a 30-minute call, use a few minutes for context, most of the time for the client goal and a few minutes for decisions and next steps.

Should I send the agenda before the call?

Yes. Send the outcome, time, meeting link and two or three preparation prompts in the booking confirmation or your normal client message. Avoid asking for sensitive information by email or in the meeting chat.

Can a client join a Meeto consultation without an account?

Yes. A guest can open the invitation in a current desktop or mobile browser without a Meeto account or an app download. They may need to allow camera or microphone access before joining.

Try your first browser meeting

Create a room, share the link and invite someone to join you.