{ "media_type": "text", "post_content": "Tips for taking better meeting notes?", "post_id": "60da2b3ea91d5b0021f6c502", "reply_count": 7, "vote_count": 1, "bowl_id": "5bc69fa51498b20012903b07", "bowl_name": "Transaction Services, M&A, Deal Advisory", "feed_type": "bowl" }

Tips for taking better meeting notes?

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Meeting prep: after preparing the Q&A list make an “answers” field beside each question so there’s space to write as soon as the question is answered. I like to pre format it in red so I can see anything red is client comments During meeting: write everything down, highlight all follow ups and figures After meeting: clean up notes and send summary to team along with follow ups for both our team and client team

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I use an app that records the convo and auto scripts it. Gotta keep that private though. But the notes are amazing and you can also play back the convo.

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Otter. It has some limitations if you don’t pay, but you can work around them. You can even email the scripted notes to yourself ;)

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Post to test

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Hate conference calls that drag on for hours.

Top top post!

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Cleavage at work/on client site: yay or nay?

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We need to get Fish-to-Fish messaging already! 🐟💻🐠

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