NOTES:

 

Listen to your client instead of writing while they talk.

 

With your clients permission, hit record at a client appointment and the words appear on screen as you speak — so you’re paying attention to the person in front of you instead of your notepad.When you’re done, file the transcript under the client or the deal it came from.

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And it isn’t only for clients. Record your team meeting, a sit-down with your lender, title rep or inspector, or the continuing-ed classes you’d otherwise have forgotten by Friday. You can also just write a note to yourself that isn’t attached to anybody.

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How you are currently working:

• Scribbling in a notebook while your client is talking

• Trying to type it up while listening at the same time

• Filing your notes away somewhere you hope you won't lose it

• Trying to recall the information you didn't get written down​
   

How you COULD be working:

• You can watch it working:  The words appear as you speak, so you can see it’s catching everything rather than hoping it did.
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• Every type of meeting:  Client appointments, team meetings, affiliate meetings, classes and CE — anything you’d otherwise half-remember a week later.
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• Your own notes too:  Not everything belongs to a client. Why wouldn't you keep your personal notes here as well so you always have a consistent place to go.
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• Filed where you’ll find it:  Attach to the client, the deal, or the affiliate it came from — so six weeks later the conversation is right where you’d look for it, not in a voice memo you’ll never open again.
   

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