50. The value of note-taking in client engagements (and how I do it)



Taking notes during your client calls is one of the most valuable things you can do. 

It outlines what you talk about, what you mutually decide on, and who's responsible for doing what. In other words, it creates a record and accountability, which leads to better results. 

It also lets you reflect on the work you do. Clients get to see progress and you have a fully documented record of accomplishments that will make it easy to write case studies on in the future.

Listen in for the specifics in how I do this.

Yours,

—k

50. The value of note-taking in client engagements (and how I do it)
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