HoneyB Project Recaps

Meeting Information

Basic project, client, and estimate details.

Project Name *

Client Name *

Estimate Amount

Client Representative

HoneyB Representative

Meeting Date

Capture how the estimate was received and what the client wants revisited.

Options or Pricing Reviewed

Client Reaction to the Estimate

Items the Client Wants Changed or Reconsidered

1

Allowances and Exclusions Explained

Define what happens next and who owns it.

Next Step

Follow-up Date

Responsible Team Member

Internal Notes