Any tips on how to take good and detailed notes during client interview while simultaneously leading the meeting?

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Get an analyst

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Pull up the notepad on the screen and have the audience verify your notes.

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Bring a staff

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Record it if possible. Otherwise bring staff. If you can’t bring staff, take 6 Ritalin and typetalk.

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Recording is fine but you definitely need to ask everyone on the meeting. Illegal in many states not to get permission. It's not very effective though because then you have to go back through a shitty recording later listening to a meeting you were already at just so you can type notes. Get an analyst on the phone at least.

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Are you allowed to record m1

@d1 that has worked very well for a lot of people . Reducing the work

Super small team. Literally me (SA), director and partner so bringing an Associate is unfortunately not an option

Structure meeting as a working session and take notes on screen. Use the white board. Assign someone to be a scribe.

OP I thought you knew as an SA how to juggle three balls at the same time 🤣.

Honestly. I would suggest to use your iPhone, a pocket voice recorder, or a recording feature in your computer. If all these fail, you should always bring a notebook and write some keywords/main takeaways as you speak. These could be words and short phrases that help you remember what you said when you discussed X point.

Multitasking is a development opportunity

I hate people who record conversations, especially without asking. If you do ask, I’ll probably dislike you anyways. Take notes or get someone in there who can

Or can you ask the director to lead or tag team it so you can take notes?

Recording is dangerous

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