The Value of Great ‘Note Taking’ (remember … back in the day?)

In today’s fast-paced society filled with iPhone updates and 140 characters or less, the thought of carrying a legal pad and pen to a business meeting may seem utterly archaic. Is that a pen? And paper?  some people may incredulously ask you. However, today I want to talk about the benefits of taking notes in business meetings and during client follow-up sessions.  It doesn’t matter how great of a memory you (say you) have or how awkward you think taking notes makes you look, the practice is worthwhile.  There are three real benefits to this “old fashioned” method, and I think if you implement note taking in your repertoire you’ll be able to realize all three. And you’ll also become, a trusted advisor and true business partner for your clients.

1.) You will remember more important ‘stuff’!

Put simply, in many cases writing something down allows you to recall it easier.  Remember all those notes you had to take in college and high school? Remember those times you actually focused while writing, how much better your grade fared? Taking notes connects your mind to the meeting and makes the things your client is saying stick.  It’s true! I’ve tried it myself and have found, that the meetings I wrote things down as opposed to the ones I tried to rely on my memory fared much better in the long run. I was able to connect concepts and remember important things my client communicated. I was also better equipped to set up the follow-up meeting, and more knowledgeable about those important points we discussed at the first meeting. The notes became a diary of our conversations; very useful tidbits of personal client information. 

2.) The client will appreciate your ‘singular focus’.

Chances are, if you’re talking and look up to find someone copiously transcribing what you’re saying, you’re more likely to experience that little prideful glow that comes with feeling important. You know it’s true! Taking notes shows your clients that their words matter—they even matter enough to carry around an antiquated notebook and pen among sleek rows of laptops and tablets.  Taking notes is a very respectful nod to your client and if they ask “What are you doing?” you have the opportunity to honestly say, “I’m taking notes, because what you say is important and I want to make sure that I write it all down.” In more than 40 years of selling, I’ve never had a client upset at my note taking; I have seen a slight smile of approval though. This builds an enduring rapport between you and the client.  In my experience, salespeople who are really phenomenal at their craft, invariably find ways to take copious notes. 

3.) You are able to clarify needs.

Notes allow you to track the most important things your client has to say.  Notes allow you to have the opportunity to summarize and key in on significant things you need to accomplish; to satisfy client needs.  With your notes you can reference certain aspects of the conversation, repeat back what your client said, and receive clarification on important issues. Your notes become the first step towards tailoring your recommendation, and a precursor to the close. An ‘assumptive close’ that your clarifying notes caused to happen.

So you see the old fashioned habit of note taking is actually really valuable in the technology age. It’s similar to leaving a hand-written note for someone; it sets you apart from everyone else and feels a whole lot more personal. If you absolutely must take notes on your laptop or iPad, do so only if you’re capable of making eye contact a majority of the time. Maintaining eye contact is really important, whether using iPad or legal pad and pen. The next time you’re in any business meeting, or with a new prospect or current client … remember the 3 benefits of note taking. Your client will surely remember you, if you take great notes!