We are all guilty at some time or another of leaving a meeting and not knowing who has next steps or action items. Creating a standard template can help organize your notes and keep everyone on the same page. If you're a OneNote user, it's easy to create a custom template and email it out directly from OneNote.
Our sales team has been using a custom OneNote template to record and email meeting minutes. Using this template has saved time and increased customer satisfaction. Rather than waiting hours (or days) for the sales person to go back and type up hand written notes, we're now able to provide meeting notes within minutes.
Here's how we do it.Read More »