I’ve had it with people who don’t take notes in client meetings. In fact, unless you have a miraculous photographic memory or a tape recorder, if you’re not taking notes in a client meeting, you should probably not be having one.
Note-taking is a lost art. I had a CEO in a prior life who was minted at Xerox. He understood this principle and tried to pound it into our heads. During critical meetings with staffers, he was famous for calling people on the carpet and literally saying, “Folks, this is pens-down moment!” Translation: “You idiots, you should be taking notes. Otherwise, I have no idea that you are understanding the importance of what I’m saying.”
If you are sitting through critical client/prospect meetings taking no notes, isn’t this what your clients are thinking too? Will you really remember all the action items, much less the owners or due dates without notes? What if you learn some key information about the alma mater of that key executive, or how many kids they have, or their pet (and budgeted) project coming up in 6 months? Will you remember the critical details? I don’t think so.
You’ll never catch me without my Moleskine notebook and a nice pen ready to jot some key take-aways. I can still hear Paul, “…Folks, this is a pens-down moment…”
Take copious notes in client meetings!
2 thoughts on “Folks, This is a “Pens-Down Moment””
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Amen to that, Tim! I’m an avid note-taker in all aspects of my life. When with a prospect or client, I always ask permission to take notes since we may be discussing sensitive issues related to their financial situation…They always say YES! I think it really shows you care and are attentive.