How to Effectively Take Notes in a Meeting with a Prospect | Ep. 33

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In Episode 33, Chris and Calvin discuss note taking in meetings. Tune in to learn the best practices for note taking when meeting clients.

3 Key Points

  • Write down domain specific language in your notes and important leverage/ pain points.
  • Download your notes into a CRM immediately after.
  • Stay connected to your clients when you are taking notes, keep eye contact and only take point form notes.

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