Love doing sales meetings, but when it comes to writing up a summary afterwards - much less interesting! Especially if you’ve been given a set template or have been asked to enter the details into a CRM system…
Here are 5 tips to writing the perfect meeting note:
1. Get the basics down at least!
- Name of company
- Name of attendees (of the client and from your company)
- Date of meeting
- Meeting objective
- Meeting summary
- Action points (date and by whom)
2. If you’re feeling more prolific the other useful details we think to note are:
- Meeting Type – (Face2Face, Phone, Online, Conference, Other...)
- Project discussed
- Type of Discussion – (Sales, Business Development, Supplier, Other...)
- Key objections (if any)
- Date of next meeting
- Any updates/changes to CRM – (e.g. email address, job title, direct dial/mobile, postal address, should they be ticked for personal interests, pipeline/opportunity creation/updates, marketing categories).
3. Take the notes down as soon as you can after the meeting as memories fade fast! Sounds easy but it’s not always practical. However, as soon as you have a few minutes, scribble them down or dictate key thoughts – it’ll save you hours trying to remember details in the long run.
4. The fastest way? Dictate the meeting details to us and we’ll put the notes into a template for you and then email it back to you, your PA, sales support, or direct to a company CRM system within minutes. Hooray!
5. Meeting note template. There are many available but after a multitude of sales meeting notes we are happy to email you our best suggestion for free – just contact us by email or call us on 0207 117 0044.
By Kirstie White, MD of VoiceNotes, which provides a secure service that allows you to leave meeting notes and actions in one call which are recorded then typed up, proofread and emailed back to you, your PA, sales support or direct to a company CRM system within minutes. Kirstie says, “VoiceNotes reduces the complexities of sales admin so you can concentrate on what you do best – selling!”