- Keep your notes in one place. Keep everything together on one pad or notebook. Place the customer's name and the date of the meeting at the top of the entry. This will allow you to quickly review your day.
- Leave the left margin blank. When you make a commitment or the client says something you need to follow up on, place a star in that margin. Doing this makes finding the key items from your day quick and easy.
- Circle all critical dates. This will help you to schedule follow -up appointments and actions.
- Use your notes to recap your conversation at the end of the call. This will avoid wasted time and often triggers the client's memory so that you learn something else about the situation.
- Send a follow up e-mail restating your commitments and reminding the customer of theirs.
Taking good notes is not a waste of your time, in fact it saves time. Good notes prevent expensive and time consuming mistakes that come from misunderstandings or forgetting a crucial date. Good notes make living up to your commitments easy and set you apart from the average salesperson.
Keep Smiling, Keep Selling!
Thanks
Jim Busch
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