Meeting minutes templates, ready to use.
Twelve clean Word templates for the calls you actually have — meeting minutes and agendas, sales calls, recruitment. Free to download, no email asked.
Free for commercial use. No sign-up, no attribution, no branding.
Meeting minutes
Meeting minutes template
The record that matters — follow-ups, decisions, actions with owners.
Best forAny meeting that needs a record — decisions, owners, what was said.
Project meeting minutes template
The recurring project sync — status, risks, decisions, actions with owners.
Best forThe recurring project sync, with a status line and a risk list.
Board meeting minutes template
The formal record — attendance, declarations, resolutions, votes, actions.
Best forBoards, committees and trustees — any meeting whose minutes get approved.
AGM minutes template
The annual general meeting record — reports, accounts, resolutions and elections.
Best forCharities, clubs and member associations holding their AGM.
Read the guide to writing meeting minutes
Meeting agendas
Meeting agenda template
Set the agenda before the meeting; decisions and actions fill in beside it.
Best forMeetings you run from an agenda — write it before, minute beside it.
Read the guide to writing a meeting agenda
Sales
Sales call notes template
Discovery to close: the problem, the money, who decides, what’s next.
Best forDiscovery and follow-up calls, first conversation to close.
BANT template
The classic four-box qualification: budget, authority, need, timeline.
Best forQuick qualification on a first call.
MEDDPICC template
The full enterprise qualification, one row per letter.
Best forEnterprise deals with a long cycle and many stakeholders.
Read the guide to discovery calls
See how sales teams fill these in during the call
Recruitment
Candidate screening template
The qualification call — role, skills, motivation, right to work, what closes them.
Best forThe screening call before the hiring manager sees the CV, any sector.
Tech candidate screening template
The tech qualification call — stack, hands-on share, motivation, comp, right to work.
Best forScreening engineers and other technical candidates before submission.
Finance candidate screening template
The finance qualification call — qualifications, products, track record, bonus timing, garden leave.
Best forScreening accountancy, banking and fund candidates before submission.
Role qualification template
The client intake call — the real must-haves, the real ceiling, why anyone joins.
Best forThe intake call with a hiring manager or client for a new role.
Design it anywhere.
Start from one of ours, or make your own in Word or Microsoft Create, Google Docs, Canva or Pages. Export it as a Word document or PDF, and Sorinai fills it in during the call.
| Item | Discussion | Decision |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| 4 | ||
| 5 | ||
| 6 | ||
| 7 | ||
| 8 |
| Action | Owner | Due |
|---|---|---|
| Time | Item | Owner | Notes |
|---|---|---|---|
Or bring one to Sorinai, and never fill one in again.
Sorinai reads the fields in any Word or PDF you give it and answers them from the conversation while you’re still on the call. When the meeting ends, you get your own document back — filled, formatting untouched.