Meeting templates are your guide for perfect, consistent client meeting notes
What are meeting templates? Meeting templates guide Marloo's AI to generate summaries in your exact format and tone, virtually eliminating post-meeting edits. They ensure every detail counts by structuring information the way you need it.
Why templates matter Different types of meetings require different note-taking approaches:
Initial qualification call - Focus on discovery and client background
Annual review - Emphasise performance, goals, and planning updates
Insurance review - Highlight coverage, beneficiaries, and policy details
First meetings - Capture relationship establishment and fact-finding
Each meeting type has different record-keeping requirements and information priorities.
How templates work
You select a template that matches your meeting type
Marloo processes your transcript according to the template's structure
You get a perfectly formatted summary in your preferred style
Minimal editing required - often no changes needed at all
Template benefits
Consistency: Every meeting of the same type follows the same format
Time savings: No more restructuring notes after meetings
Compliance: Built-in sections for regulatory requirements
Personalisation: Notes sound like you wrote them
Professional output: Client-ready summaries every time
Types of templates available
Default templates: Pre-built for common meeting types
Custom templates: Create your own format and structure
Firm templates: Standardised across your organisation