Account folks, what note taking platform or system do you use to keep detailed notes of client accounts? I’m finding myself having to play that role and realizing I need to have *everything* documented. Not sure if I should just use Evernote or a Google doc per client. What’s the best way you’ve found?

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Honestly, keeping recap notes simple, brief, and actionable is the only way to stay ahead of things.

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I found a combination of Google Docs and Google Sheets to be helpful and user-friendly for keeping detailed records. Plus, I only have to share links with my accountant or whoever else needs this info.

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I use notion!

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We use live Word documents. My previous agency used OneNote, which I actually prefer!

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Notion

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I just open a new outlook message hehe

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This is the way

I usually take my “raw” notes in the Notes app and then transfer to a new Google Doc contact report template for a cleaned up version, + paste into appropriate Slack channel. But that’s also because my team doesn’t use Notion.

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