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In-person meeting notes
Meetings into client-ready notes and actions.
No bot in the room, no typing up afterwards.
by ClearCortex
Inputs2
38:12 · m4a · recorded on a phone
Sarah Whitfield — Henley Road refurbishment. First scoping meeting at the property; budget and phasing to be agreed.
Output1
Henley Road refurbishment — scope and next steps
Sarah confirmed the budget ceiling is £48,000 including contingency, and that the kitchen extension is now in scope but the loft conversion is parked until next year.
The main concern raised was timing: works must not start before the tenancy ends on 4 September, and she wants the kitchen usable by mid-November for a family event.
Decisions
- Kitchen extension included in the main scope; loft conversion deferred to a phase two.
- Contingency held at 10% rather than the 15% originally proposed.
- Structural engineer to be appointed by us, not by the client separately.
Actions
- YouSend the revised scope and fee proposal by Friday.
- YouGet two quotes from structural engineers for the rear opening.
- SarahConfirm the tenancy end date in writing with the letting agent.
- SarahChoose between the two kitchen layout options by end of month.
Worth remembering
- She mentioned her neighbour had party-wall issues on a similar job — worth raising the party-wall process early.
- Asked twice about VAT treatment on the extension — cover it explicitly in the proposal.