When the next round of notetaking starts, I create a line across my notes to separate them from the last conversation and start typing at the top of the note. While speaking with clients on the phone, I type detailed notes so I can remember our discussion, what they have committed to do, and what they have asked me to do. Now, each time I start work with a new client, I create a new note using their first and last name as the note’s title. After I opened my account, I created a Notebook called “RocketGirl Notes.”
They were easy to store on my desk and with just five or six clients, I was able to have a different color cover for each one.īut as my client list grew to more than 20, there just weren’t enough colors to go around! There was no way notebooks could do the job anymore.
Eight years ago, when I first began working as a Virtual Assistant, I used spiral notebooks to track my notes from client calls and meetings.
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