Conversation templates
Working structures for the conversations professionals run every week — meetings, 1:1s, discovery calls, interviews, debriefs, coaching sessions. Copy one and use it, or let Fluent produce it from the conversation itself.
Meetings & reviews
Meeting notes template
Decisions, action items with owners, and the open questions that usually get lost — organized for the person reading it in three weeks.
Use the template1:1 meeting template
The recurring check-in built for continuity — follow-through first, feedback both directions, commitments that survive to next week.
Use the templateWeekly review template
The Friday format: commitments reconciled, what actually moved, and Monday decided before it arrives.
Use the templateProject kickoff meeting template
The agenda that settles goal, scope, owners and risks, plus the notes you point to when they get questioned later.
Use the templatePerformance review meeting template
The conversation, not the form: their view first, examples for every point, and commitments on both sides you can check next quarter.
Use the templateFeedback conversation template
One specific observation, its impact and the one change you are asking for, said early, then a next step with a check-in date.
Use the templateInterviews & discovery
Sales discovery call template
A listening framework that surfaces real pain, decision process, and budget signal — not a questionnaire read out loud.
Use the templateSales call debrief template
The ten minutes after the call: the buyer's words, the signals it went well (or didn't), and a next step with a date.
Use the templateInvestor meeting notes template
Their questions, their objections, what you said you’d do to send, and the follow-up that earns the second meeting.
Use the templateUser interview template
Generative research anchored in stories, not hypotheticals — "tell me about the last time" and the verbatim quotes worth keeping.
Use the templateCandidate interview template
A consistent structure that makes candidates comparable — evidence notes, scored competencies, verbatim quotes for the debrief.
Use the templateEngagements
Consultant debrief template
The hour-after-the-session structure — what was learned, what was discussed, what feeds the deliverable.
Use the templateClient meeting notes template
The client's goals in their words, decisions, and both sides' commitments: the record that holds up at renewal.
Use the templateCoaching session template
Session notes plus the engagement layer — commitments, client language, and the themes that recur across months.
Use the templateEvery template on this page is a structure Fluent produces automatically from a captured conversation — see how meeting notes work or browse the help center.