The War Room
Question
Post

Any tips on mastering note taking?

It's been a challenge for me at times to take notes specially when the prospect is in a rush, I would love to hear some of your tricks.

🐱 Off-Topic
πŸ‘‘ Sales Strategy
πŸ“ƒ Procurement
20
msp_sales
Opinionated
+4
Full Cycle Sales
Honestly, I just ask if I can record them (zoom, or on my phone when in person). I tell them that I want to be fully-present, and not focusing on catching the name of every piece of software they have every installed. In 5 years literally not one person has told me no.
uncorpse
Politicker
+5
Sales Development
Thanks! I will definately do that more often.Β 
ragnarlothbrok
Politicker
+6
Key account manager
this right hereπŸ‘† I have just started doing the same, wish i had done this alot soonerΒ 

InQ5WeTrust
Arsonist
+8
Sales Savages, what is our profession? Trauma!
This is it right here.Β 
Beans
Politicker
+5
Account Executive
Use shorthand.

Always have a call plan, I can share a template if you want.


DungeonsNDemos
Politicker
+7
AE of B2B
You should make a post with your template
JC10X
Politicker
+8
Senior Sales Manager
X2!
Show 1 more replies
uncorpse
Politicker
+5
Sales Development
That would be lovely!
Adored
Valued Contributor
+5
Sales Director
Buy Gong
Corpslovechild
Opinionated
+4
Inbound Sales Manager
Gong is honestly the best.Β 
uncorpse
Politicker
+5
Sales Development
What are the best features that Gong has?Β 
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NoSuperhero
Politicker
+6
BDR
Yes, listen to the Kwik Brain Podcast with Jim Kwik for Skilling up on your Brain powers, including note taking.

Here's the spotify link for anyone that's interested
https://open.spotify.com/show/7BQZHMsYPInemu2GMVSYNH?si=D-P6etW0TG6pRV7enTnzlA&dl_branch=1
uncorpse
Politicker
+5
Sales Development
Thanks man!Β 
NoSuperhero
Politicker
+6
BDR
Most welcome!
JustGonnaSendIt
Opinionated
+4
Burn Towns, Get Money
Recording is a great option, as already mentioned.

I am a personal fan of hand-written notes. Somehow I retain things better that way. Also lets you easily draw pictures to explain things to yourself for future reference.

One of the most valuable note-taking exercises is creating a whiteboard drawing. Much harder to do with virtual meetings, but I love getting the customer to help me draw a future-state vision or current-state snapshot on a whiteboard. Then I snap a picture with my phone.

In tandem with my hand-written notes, that picture of the whiteboard really helps me with my recall.

I actually roll with several different colors of dry-erase marker in my bag, because any window can just as easily double as a whiteboard.Β 

Some people will hassle you for taking hand-written notes. I get told I'm too 'old-school' all the time by IT people, but then I shrug it off by claiming my notes are 'un-hackable' - Which usually causes some chuckles since I work in Cybersecurity.
CuriousFox
WR Officer
+11
Senior Account Executive
I shorthand and color code. Also when I type the recap I always ask the client to please add what I missed.
uncorpse
Politicker
+5
Sales Development
Big fan of color code!
willyR
Politicker
+2
SDR
Make it fun for yourself honestly, there's not a perfect way to do it but just improving active listening.
Oboy77
Arsonist
+8
Workspace Consultant
Following!
JC10X
Politicker
+8
Senior Sales Manager
Use Notion, game changer!
uncorpse
Politicker
+5
Sales Development
I have! It's great as well
CPfor3
Opinionated
+3
Business Development Representative
I typically write as much content down as I possibly can then rewrite it in a neater format. Writing it down twice also helps me grasp the topic more
sales4lyf
Politicker
+5
Business Development Manager
I tend to write the keywords down, the words that stand out most to me and then I can revert back and make the connections
uncorpse
Politicker
+5
Sales Development
keywords really do help!
TheRealVladimirPutin
Opinionated
+5
AE
Write shorthand, use dot points and indents, bold important points, review notes after the meeting to add things you missed. I can have 6 meetings a day, so I don't really have time to review 3 hours of recordings.Β 
Sheriff
Politicker
+6
Sales Trainer
Create a template for yourself, have a process for how you run calls, if your prospect is in a rush then focus on the most important questions you have.
Incognito
WR Officer
+11
Master of Disaster
yep. I record everything I can. even if it's just on my phone. I need it to reference later to make sure that I don't miss anything.Β 
uncorpse
Politicker
+5
Sales Development
I should try using my phone more often, never done it for note-taking!
ye
yer_blues
Opinionated
+1
Sales Director
I have templates queued up in Google Keep for all call types. I do my pre-call to fill out as much as possible and then I use this info to confirm/ask leading questions and then really I'm just plugging in the info I need and I can always go back and reference it in case I forget a CRM note or something craps out.

I encourage my reps to also be present in calls. If you need to listen to the recording afterward to take better notes and ask better questions, then do it.Β 
EdTechSales
Politicker
+4
Director of Sales
Google Keep is really useful!

uncorpse
Politicker
+5
Sales Development
I use that one already!Β 
User1234567
Politicker
+5
User1234567
Highly suggest an ipad for notesΒ 
Onix0831
Good Citizen
SDR
Be neat and have a template.
4
Tips to reduce no-shows / ghosting?
Question
8
1
[POLL] Note Taking
Question
15
What do you usually do?
+41
Corpslovechild , Β  verbalzzzzzz , Β  BCD Β  and 41 people voted
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42
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Question
103
Which note taking tool do you use?
Wo
+92
Executioner , Β  SaaSsy , Β  Wolf11 Β  and 92 people voted