SMMA Meetings Planner

The SMMA Meetings Planner is your essential Notion workspace to organize, document, and follow up on every client or internal meeting with ease.

Designed specifically for social media marketing agencies and creative teams, this template helps you keep all discussions, decisions, and next steps perfectly structured — so you never lose track of important details again.

With this planner, you can:

• Schedule all upcoming meetings and view them in a clean, visual timeline.
• Log detailed meeting notes, action items, and follow-ups for every session.
• Link each meeting directly to clients, projects, or campaigns for full context.
• Keep an archive of past meetings to track progress and decisions over time.
• Maintain total visibility into what’s been discussed and what needs action.

The SMMA Meetings Planner helps your agency stay professional, consistent, and prepared for every client touchpoint — whether it’s a strategy call, content review, or team sync.

Perfect for:

• Agency owners managing multiple client relationships.
• Account managers handling communication and feedback loops.
• Teams that want a single source of truth for all meeting documentation.

This minimalist yet powerful Notion template ensures every meeting moves your projects forward — organized, actionable, and results-driven.

Built to pair seamlessly with the SMMA Agency OS, it adds an extra layer of structure and accountability to your daily workflow, making client management smoother and more efficient.