Tracking Minutes of Phone/Video Calls with Customers

During customer meetings, whether in-person, over the phone, or video call, it is important to take notes.

Specifically, make sure to record:

What was presented

What options were discussed

What was agreed to (timeline, deliverables, cost estimates if applicable)

Immediately after the meeting, it is important that this information is recorded.

The best way to do so is to send a follow-up message to the customer in the ticketing system (HelpDesk/JitBit) recapping the meeting.

That way, the information is there for everyone to see, reducing confusion both now and in the future.