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What SC said. Recap notes circulated within 24 hours or the same day if the meeting was in the morning. Ask other team members to add to or review them. Say “Let me know if there are any inconsistencies/edits!” in the client email. If they go back on their meeting comments frequently, ask them to confirm accuracy of the notes.
Should’ve sent a recap after the call. If they disagreed with your notes, you’d have known sooner. If they didn’t, you’d be able to point to that fact to support the agency’s actions.
It’s not that you did anything wrong. Clients will be client-y. This is just what I’ve seen help prevent the issue you’re talking about here.
It didn’t continue. Just FYI
I found most of the time they need to demonstrate or assert their power, even if it blatantly contradicts what they said behind closed doors earlier, in other mtgs, or even if it means undermining others on the client team. Or some just straight up seem to have amnesia. Don’t take it personally and as those have stated before, documentation is key.
If you’ve got litigious clients, just record all the calls in addition to your note taking. But, be aware, that just because you’re correct, doesn’t mean you’re right. Or won’t get fired
Yes. But check if you live in a one-party consent state. Most states are, so you probably do, but don’t count on it being evidence unless you do.
ALWAYS send your contact report within the first 30 mins post call
Recap any call that a decision is made. Whether it’s a 1:1 or whole meeting. And cc the necessary parties (sometimes meaning your clients bosses depending on the topic).