Meeting Notes | Zoom Meeting | Client Work | Phone Meeting | In-Perso
This template is designed to help you stay on top of what is discussed in your meetings, calls, and conversations with clients and other people.
If you do client work and don't have a reliable system to create a workflow from these interactions, then this printable is for you!
I use it daily in my meetings -- it's been a lifesaver for me in my work! I'm "digital/paperless" in most work circumstances, but when I'm face-to-face with someone, on a Zoom call, or on the phone, I find that jotting down notes by hand is much easier and faster than typing at the same time.
If you, too, still scribble things on the backs of envelopes, then rest assured this printable will be so incredibly helpful for you.
PRO TIP: You could keep all your Meeting Notes in a dedicated binder, or store them in folders relating to individual projects. Or, you can scan the completed sheet and keep a digital record. How you'd like to organize them is entirely up to you!
This Meeting Notes printable template is for you if:
- You have calls and meetings with clients, suppliers, colleagues, partners, etc, and need a system to keep track of what was discussed and/or decided
- You naturally tend to write notes by hand vs. on a computer
- You have important details scribbled in a bunch of places and you need to be better organized
- You want a system to collate all your notes from meetings and conversations so you can then create tasks in your calendar
After the meeting is over, you have a clear record of what to do next, and by when. Extremely handy!
Total pages in this printable PDF: 1
Note: When you print this item at home, adjust your printer's settings to "full page" for best results.
To be clear: ***This is a digital PDF file. No physical product will be shipped to you.***
***This is a digital PDF file. No physical product will be sent.***
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