A client decision log for agencies: what each meeting decided, who decided it, when the client confirmed it, and the actions on both sides.

What's inside

• Clients: one row per client, with the account lead, the main contact and who signs off, the person whose yes counts
• Meetings: one row per client call, with who was there on each side and whether the recap went out and the client replied
• Decisions: one row per decision, with its area (scope, timeline, budget, creative direction, process), who decided it, and Client confirmed: Not yet, Confirmed or Disputed, with the date and how
• Actions: what each meeting commits both sides to, each marked Ours or Theirs; a Theirs action names their contact
• Dashboards: how much of what was agreed has a written yes, decisions by area, and actions by side
• Recap email: a copy-ready recap to send the same day, so the client confirms each decision in writing

Why the confirmation is its own column: a decision someone remembers from the call is an opinion; a decision with the client's reply attached is a record. When the client changes their mind, the old row stays in the log, marked Replaced, and the new decision gets a row of its own. The change from "drop the advent calendar" to "run it as a second ad set" is two rows with two dates, not one edited cell.

No module required, so it installs into any workspace. Pairs with Agency Client Delivery for the deliverables a decision changes, Retainer Management & Utilisation to log the hours when a decision adds work, and Client Account Reviews for the year each client's decisions add up to.