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Client Meeting Template
1
Meeting Details
2
Project Updates & Ticket Items
3
Changes & Choices
4
Samples & Scope Sign off
5
Meeting Notes, Actions & Outcomes
Meeting Type
Project Visit
Client Requested
RJM Requested
Meeting Date
DD slash MM slash YYYY
Time
Hours
:
Minutes
Project
Client Names
First
Last
Coffee Order & Shop
Mile Stone Details
Visitor Details
Meeting Summary & Discussion Points
Project Progress since last Visit
Location / Item
Notes
Add
Remove
Previous Ticket Items
Ticket Item
Update/Outcome
Add
Remove
General Questions
Question ("Name"+ "Question")
Response / Answer ("Name"+ "Response/Answer")
Add
Remove
External Discussions since last Visit
Between
About
Add
Remove
Final Change Possibilities
Location / Item
Outcome
Add
Remove
Builder Highlights & Suggestions
Location / Item
Outcome
Add
Remove
Change Orders (Requested, Approved/Denied, Outstanding)
Tittle / No.
Status
Notes
Add
Remove
Decision Due Dates
Item
Notes
Due Date
Add
Remove
Sample Sign off
Item
Outcome
Add
Remove
Scope Sign off
Trade
Outcome
Add
Remove
Meeting Notes, Actions & Outcomes
Successful Form Submission
Successfully Submitted!
one of our professional builders will contact you shortly. if you have time before you leave, these extra questions help us to tailor your experience.
Email
*
Project Description
*
Pick the description that best suits your project
New Build - Vacant Lot
New Build - Demo existing structures
Renovation - Extension to single storey home
Renovation - Extension to two storey home
Raise & Build under
Demo roof & Build up
Small Job
Development Opportunity
Supplier / Subcontractor
Other
How can RJM help you?
Select the services best describing how RJM Builders can help you.
I've just started my journey and need concept plans
I have conceptual plans and would like an indication of project costs
I have construction ready documents and would like a comprehensive quote
Development Opportunity Description
Join the Team
RJM is always looking to team up with new like-minded business and trades that want to deliver an A+++ experience to our clients. If this sounds like you and your team head to our careers page and follow the prompts to become part of our team and work on amazing custom builds. https://www.rjmbuilders.com.au/contact-us/careers
Say Hi via E-mail
If none of the above suggestions aligns with the reason you are contacting us. Please email admin@rjmbuilders.com.au and we can follow up a phone call. If you are enquiring about a project please choose the closest project description applicable.
Where did you first hear about RJM?
Google / Website
Social Media
Local Job Site / Signage
Vehicle Signage
Referral - Family / Friend
Architect / Designer Referral
Ambassador Program
Referral - Real Estate / Buyers Agent
Referral - Builder
RJM Employee Referral
Architect / Designer Name
Referrers Name
We'd like to say thanks for the referral!
Location / Suburb
Which Platform
Facebook
Instagram
Pinterest
Youtube
Houzz
LinkedIn
Search Description
What did you search for that helped you find us
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