I have struggled with this for years. What is the best way to take notes from a sales meeting?
- I don’t want to write notes just to write notes. (Did you ever see a Sales person writing feverishly during a meeting, but as far as you can tell the customer was not really saying anything relevant?)
- Paper or electronic?
- what is the best way to save and make follow up items actionable?
I have been dabbling with Microsoft’s OneNote, and have been pleased. It allows for fairly free-form entry, and includes some Sales Meeting templates that are helpful in organizing meeting details. I will share some details on how I use OneNote in s separate post.
What do you use?
- Paper? Outlook or other Corporate email tool? Microsoft OneNote?
- If you use paper during a meeting, do you transfer that info into your digital tool of choice, or keep it on paper?
