What's the best way to take client notes?
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As an associate, pen and paper notes aren’t ideal since they are more difficult to share. Hand notes are nice for things like follow up / action items. If you have an agenda, type out before a meeting so easier to follow along and keep organized.
Also make sure you are allowed to use google docs before using it! I don’t think we are.
In person, pen and paper is more professional especially when you're dealing with older clients. Mostly just b/c you tend to have better eye contact when you don't have a screen in front of you. Obviously, on calls/COVIDeo l, huge advocate of OneNote/digital note-taking.
I use moleskin notebook with their smart pen - everything I write gets automatically uploaded to a cloud (personal) converts notes into pdf format! ITS OLDSCHOOL AND NEW SCHOOL AT THE SAME TIME🤯🤯🤯🤯🤯🤯🤯🤯🤯🍻🥜
Yeah, that’s 100% not allowed. I’d change that immediately before someone finds out.
If on your PC I like using one note
+1 for OneNote. The iPhone/iPad app is pretty robust and it syncs across PC/Phone/Tablet. I use it both for work and home. Have tabs for house to-do items, grocery lists, etc.
OneNote!
One. Fricken. Note. It’s awesome. You can copy and paste entire agendas there, you can attach documents, emails and you can share them very easily with your team. That being said, it depends on what we are using to drive the meeting. If we are using a databook on excel, I will keep notes in the excel. Also use key words that you can search for after the meeting. I use FU for follow up (I know what it looks like) and ADJ for adjustment.
And personal notebook for internal meetings (aka writing down my tasks)
Pen and paper if you’re old school. Office notes if you’re new school
Very quickly when they're not looking.
Rising Star
Ask client to take it for u
Save Drafts in outlook
.
I like one note but most times I go back to the old school way of pen and paper
Same
Rising Star
Wait until they are not looking or create some sort of distraction