I am not in account but would love to have a more comprehensive take away from meetings particularly client feedback verbalized. How do you account folks do it? Tips and tricks? Thank you!

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Take notes during the meeting then before it’s over reiterate the key action items and next steps —- if you have them mention you’ll follow up if you need to touch base with team about timing. Then send a recap email detailing these points again, ask if you missed anything or if anyone has anything else they’d like to add.

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Write notes and circle key takeaways

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By creating an atmosphere that allows for people to say impolite things. Usually it’s from asking them a question in an oblique way they don’t expect. People know how to answer many questions in trite ways; but if you’re original in how you ask, they’ll have to answer in an honest way. And everyone will be the better for it.

smart

Action items on a shared screen. That way if people don’t agree they can speak up at that moment.

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not sure what you mean by “client feedback verbalized”? want to help but I don’t understand what that means.

Same. Also, "more comprehensive takeaway"?

Can you rephrase your question? What are you looking to learn / know how to do?

Great question! Open meetings explicitly stating that you're looking for feedback from all relevant stakeholders and explain the specific type of feedback you need to progress. Take copious notes during the meeting. Organize and summarize feedback at the end of the meeting. After the meeting, ask for the agency team's input/feedback to add to the meeting notes to give a full accounting. Then share back a document to the attendees. Yes, it's added overhead; however when feedback is critical to the process, it's imperative.

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