https://www.mtdsalestraining.com/mtdblog/how-to-take-effective-notes-during-a-client-meeting.html Fri, 13 Mar 2026 07:27:59 +0000 hourly 1 https://wordpress.org/?v=6.8.5 https://www.mtdsalestraining.com/mtdblog/how-to-take-effective-notes-during-a-client-meeting.html#comment-2925 Sun, 02 Nov 2014 22:47:00 +0000 http://www.mtdsalestraining.com/?p=14501#comment-2925 Absolutely! No matter how great your memory, note taking is always the right thing to do so that misunderstanding are minimized and everyone’s on the same page. As service providers it is our responsibility to care enough to capture our clients words, ideas and thoughts so that we may serve them better and keep the relationship solid. Meetings are about communicating, but they are also about strengthening the relationship and letting the client know that you are truly listening to them.

]]> https://www.mtdsalestraining.com/mtdblog/how-to-take-effective-notes-during-a-client-meeting.html#comment-2918 Thu, 16 Oct 2014 00:28:00 +0000 http://www.mtdsalestraining.com/?p=14501#comment-2918 Great article! I find that taking notes (handwritten because I’m old school) allows me to generate follow up questions and clarify points made. In turn, it allows the client to hear whether or not he is actually saying what he intends to say. I’ve had many clients realize they were not clear or misspoke. I feel we all leave the meeting with a strong understanding of the client’s needs and the call(s) to action I will begin in order to meet those needs.
Thanks for the suggestions!
Ken Schmitt
Founder/President
TurningPoint Executive Search
http://www.turningpointsearch.net

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