Get more results by live-sharing notes and tasks

Most advisors and consultants take note when they meet a client. However, these notes are not shared with the client, and then you are missing a great opportunity to get a shared understanding with the client. Early-stage mutual understanding is key for both parties to cooperate well, and reap the benefits of the session.

1. Announce that you are going to write down some conclusions and share them. You are a pro!
2. Have the client live-view what you write down, and stimulate a thorough mutual understanding.
3. Add all the presentations and spreadsheets to the meeting. You’ll never lose them afterwards.
4. Also allow the client to add their material, so you have one common vault for future reference.
5. Immediately keep track of the todo’s that both parties agree during the meeting.
6. After the meeting each of the attendees can quickly prepare their own priority task list.
7. And all can get back to the original report and the original annexes as they were presented.