Take note!

"Why take notes... you can get AI to do it?"

That's a modern question... but gets an old fashioned response

🟠 Orange Hat Thinking 🟠

I will answer why I do in sales and coaching calls

🔶 Aid thinking

It helps me to think when I write stuff down

It means it has to pass through my brain first so I'm considering what I'm actually making notes of

🔶 Picture worth a thousand words

I'm a visual thinker.

Quite often I will draw a picture which helps me make sense of what people are saying

🔶 Slow down

It slows me down

In doing so it means that the other party can continue to talk

I don't want to miss information that they are thinking about

🔶 I hear you

It shows I'm listening

Rather than just staring at the person letting the AI do all the work when I'm taking notes, people know that I'm actually paying them attention

🔶 IRL

Not all meetings are held in the virtual virtual environment.

Some are still old school, where I need to capture the information this way

I don't want to lose the habit


Hopefully this is useful for people as they develop their own meeting skills

Above all let's remember why we are having meetings

🧡 Help people think

That is where we can add value as sales professionals

The focus is on the customer

Notebook, AI, EA, PC, photographic memory... whatever

Are you recording information in pursuit of collaboration through stimulation...

... or stuff to satisfy *your* CRM and *your* sales process?