Client Meeting Transcription for Better Outcomes
How can client meeting transcription help you? Client meetings can be less stressful and more effective if you transcribe them. Clients feel listened to, looked after, and you don’t need to worry about forgetting what they said in the excitement of it all.
Tips on Getting Started
First, remember, to do your prep work! Once you’ve educated yourself about the client’s company and his or her role in it, assemble a list of questions you want to ask – things that remain unanswered by your research. Talking with clients curiously will help you learn how they think. At the same time, they’ll get a chance to see how you think. Try to learn what their most current business concerns are – what they are optimistic about, and where they might see vulnerabilities to their business. Who are their competitors? What companies do they work with? Client meeting transcription will then keep all this information recorded and searchable.
As you plan your meeting, set an agenda. Include the client in this process. The agenda can be brief, but everyone should know ahead of time what the goals and possible outcomes of the meeting will be. Emailing the agenda the day before as a confirmation will give everyone a chance to speak up. That being said, allow the meeting to grow organically, and let the client dictate changing topics as they arise.
Client Meeting Transcription Makes Searchable Notes
Ask the client if it’s okay to record the meeting for a transcript. Explain why it’s in both your interests to record the meeting. If the client agrees, record the meeting and make a transcript. Then you can let the meeting evolve and change and not worry about pinning it down. A transcript will contain everything that was said, and also make it searchable. If you meet for an hour and a half, you don’t have to listen to the whole recording to review the content. You can search for key words and phrases in the transcript. You can skim the document to get an overview or remind yourself of certain points. And you can easily pass it along to people who weren’t there.
Share the transcript with your client. That way both parties have a handy record of what was discussed, and any agreements that were made.
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