Day Eight

Admin & Paperwork

Meeting notes and follow-ups

What got agreed on a call is only ever in your head.

Common friction points

  • Actions from a call get written on a Post-it, then lost.
  • Nobody else in the business knows what was promised to a client.
  • The follow-up email that should go out same-day goes out three days later, if at all.

What I can do

  • Turn a call recording or your rough notes into a clean summary and action list.
  • Draft the follow-up email before you've finished your coffee.
  • Keep a record the rest of the team can find.
Talk this through →

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