Hi Larry,
Make sure to have a look at some of the examples I describe in this article (and in general in some of the Talk articles where others describe their workflows):
What you describe sounds like it could use the workflow where you always create a new “Next time”, “Follow up”, or “To Do” (whichever term you think fits best) note at the top where you accumulate items you need to do/follow up. When you have the client meeting you assign a date to that note and also create a new “next time” note where you push the things to that you either didn’t get to or that were new items derived from the meeting. It’s something that has worked/works very well for me.