How to Run Consulting Meetings in ClickUp

ClickUp can power every stage of your consulting meetings, from the first client discovery call to the final project handoff. By turning scattered notes and slide decks into a single, shared workspace, you can standardize how you plan, run, and follow up on every client session.

This how-to guide walks you step by step through setting up repeatable consulting meeting workflows that save time and improve client outcomes.

Why Manage Consulting Meetings in ClickUp

Consulting work often suffers from disconnected tools, inconsistent agendas, and action items that vanish once the meeting ends. Using a unified workspace changes that.

When you centralize meetings in one system, you:

• Capture every decision, question, and risk in real time
• Assign clear owners and due dates for follow-up tasks
• Reuse best-practice agendas across clients and engagements
• Maintain a searchable knowledge base of past discussions

The methods below translate these benefits into a practical, repeatable process.

Step 1: Create a Consulting Meeting Hub in ClickUp

Start by building a dedicated space that will hold all your client meeting work.

1. Create a new Space for your consulting practice or specific client account.

2. Add Folders for different phases of the engagement such as Discovery, Strategy, Delivery, and Retrospectives.

3. Set up Lists inside each folder for recurring meeting types, for example:

   • Weekly project check-ins
   • Executive steering meetings
   • Workshop sessions
   • Implementation reviews

Each list becomes the home for tasks, docs, and notes linked to that style of consulting meeting.

Step 2: Build a Reusable ClickUp Meeting Template

A consistent structure keeps your consulting calls focused and easy to replicate.

1. Create a new task called something like “Consulting Meeting Template”.

2. Within that task, add key sections to the description or linked doc, such as:

   • Meeting objective
   • Attendees and roles
   • Timed agenda
   • Key questions and discovery prompts
   • Decisions, risks, and dependencies
   • Actions and owners

3. Turn the task into a template so you can apply it to every future meeting. Include checklists for preparation, live facilitation, and follow-up.

With one click, you can spin up a structured meeting task for any client, ensuring alignment and clarity every time.

Step 3: Use ClickUp Docs for Agendas and Live Notes

Docs help you guide the conversation and capture the full context while you facilitate.

1. Create a Doc for each consulting meeting series (for example, “Client A Weekly Status”).

2. Design an agenda layout with:

   • Purpose and success criteria
   • Updates from last meeting
   • Discussion items with time boxes
   • Parking lot for topics to handle later

3. Link the Doc directly to the meeting task so everyone can open it from one place.

During the call, take notes in the Doc while turning next steps into actionable tasks on the spot.

Step 4: Turn Meeting Notes into ClickUp Action Items

The most valuable consulting meetings translate into concrete, trackable work items.

1. While you review decisions and next steps, create tasks for each action inside the same space or list.

2. For every task, set:

   • A clear owner
   • Due date aligned with project milestones
   • Priority based on business impact

3. Use custom fields to tag items with meeting type, client, or initiative so you can filter and report later.

By connecting meeting notes to tasks in one workspace, you build an always-current picture of project health.

Step 5: Automate Recurring Client Meetings in ClickUp

Automation removes repetitive admin work so you can focus on strategy and delivery.

1. Set recurring tasks for standing meetings like weekly or monthly check-ins.

2. Attach the relevant agenda Doc and apply your meeting template to each recurrence.

3. Use automations to:

   • Assign default owners when a new meeting task is created
   • Update statuses when the meeting date passes
   • Notify stakeholders when notes or follow-up tasks are added

This routine ensures every consulting meeting is prepared, documented, and followed through without manual juggling.

Step 6: Track Consulting KPIs with ClickUp Views

To prove value to clients, you need visibility into progress and outcomes.

1. Use List or Table views to track all meeting-related tasks with columns for owner, status, and due date.

2. Create Board views to visualize work by stage, such as To Discuss, In Progress, Blocked, and Complete.

3. Leverage Dashboards to summarize consulting metrics like:

   • Number of outstanding action items per client
   • On-time completion rate
   • Risks captured during recent sessions

These views turn your regular meetings into a continuous improvement engine, not just status updates.

Step 7: Enhance Client Experience with ClickUp Sharing

Consulting relationships thrive when communication is transparent and easy.

1. Share Docs with clients so they can see agendas before the call and add topics in advance.

2. Provide view-only or comment access to selected lists or dashboards so stakeholders can monitor progress.

3. Use comments and @mentions during and after meetings to keep all discussion attached to the right work items.

This collaborative approach reduces email noise and makes it simple for clients to stay engaged between sessions.

Step 8: Standardize Consulting Playbooks in ClickUp

Once your approach works well for one client, capture it as a repeatable playbook.

1. Identify your best-performing meeting formats, agendas, and follow-up structures.

2. Turn entire lists—containing meeting tasks, docs, and automations—into templates.

3. Document your consulting methodology in a central Doc so your team can replicate it across engagements.

This helps new team members ramp quickly and ensures a consistent, high-quality client experience.

Where to Learn More About ClickUp Meeting Workflows

To dive deeper into meeting best practices and example structures, review the original guide on consulting meetings that inspired this how-to article.

If you want expert help implementing robust consulting processes and integrating them with your broader tech stack, explore specialized consulting services from Consultevo.

Next Steps: Put ClickUp Consulting Meetings into Practice

To implement this system:

1. Set up a dedicated consulting space.
2. Build a reusable meeting template and agenda Doc.
3. Create tasks directly from your live notes.
4. Automate recurring sessions and reminders.
5. Track progress with views and dashboards.
6. Standardize your best playbooks.

By following these steps, you can turn every consulting meeting into a structured, data-backed engine for client success, powered by a single, connected workspace.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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