A Guide to Taking Better Notes During Meetings with Clients
Author: Financial Cents
In this article
People know that establishing healthy communication in the workplace is key to creating a collaborative and productive office culture. Employees, managers, and everyone in the team strive to verbalize their opinions while keeping their ears wide open, but it’s easy to forget the power of note-taking beyond a school setup.
But when setting up client meetings or brainstorming sessions, it can be hard to fully grasp every important detail without at least penning them down on paper.
Journaling can be a powerful tool that can directly impact your performance at work, especially since it leaves you with concrete nuggets of information you can use to formulate ideas, organize your thoughts, and deepen your understanding.
However, capturing details can be trickier than meets the eye, so we’re here to up your notetaking game so you can ace your company meetings next time!
Taking Better Notes During Meetings with Clients
Tip #1: Pick Up a Pen and Ditch Your Digital Devices
Notetaking with your laptop, tablet, or even phone can indeed make you look professional, but it’s not always the best choice for deepening your comprehension. Typing is also faster than writing, but notetaking is an active action that demands your undivided attention.
Notetaking also keeps you engaged enough to listen and understand the topics on the go without getting sidetracked by pop-up alerts and other notifications, allowing you to cut through the noise.
Tip #2: Invest in the Right Journal and Pens for Your Notetaking
When it comes to organizing your desk, people would agree that your clutter is a visual representation of your brain. So if you translate this in terms of notetaking, your output will directly influence your understanding of the meeting. With that in mind, it’s worth using tools that would help maintain a clean and sorted journal, so you have something to refer to in the future.
While any pen and paper would do for other people, we recommend investing in notetaking tools that are easy to use, aesthetically pleasing, and promotes simple organization. Something as simple as gridded notebooks and a hefty ballpoint pen can already fuel one’s desire to take notes effectively.
Tip #3: Less Is More, Focus on the Highlights
Jampacking different concepts in a rush can leave your notes in a jumbled mess, making it harder for you to pick apart later on. Instead of forcing all the topics covered on one page, it’s better to write the important details and summarize the meeting in easy-to-digest nuggets. When it comes to effective journaling, less is truly more!
The Bottom Line: Penning Down All Your Meeting’s Highlights Cleanly and Clearly
Taking notes of your team discussions and business meetings can do wonders for capturing valuable information, one you can use to arm yourself with to propel your performance and do a better job next time.
Why Should You Use Financial Cents?
One of the most integral tools in any accounting firm is an accounting practice management software. This allows your team to streamline workflows, manage clients, keep track of deadlines, regulate reminders and deadlines. Your business can truly benefit from this effective tool, and Financial Cents can offer just that!
We use a cloud-based practice management solution to help manage your accounting team, scale your firm, and hit deadlines. Try Financial Cents for free today!
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