Page 121 - engage workbook

Verbal summaries during meetings should be reinforced by
a written summary as soon as possible after any meeting –
preferably the same day.
video

CC Notes clarify the shared understanding and confirm the next steps. They are a
powerful collaborative tool that promote agreement and help avoid misunderstandings. CC learn
Notes provide a reflection point and an opportunity to check for various biases including
confirmation bias, availability bias and groupthink, before moving forward.

• The tone should be informal and littered with phrases such as “you said”; “we toolbox
discussed”; “you explained”; “we agreed”.

• Try not to mention your service offering and if you must - because you discussed it at
the meeting - do it towards the end.

• Respond quickly to demonstrate that this conversation is important to you. If you meet
in the morning, try to send the CC Note by the end of the same day. The next morning
at the latest. By the end of the day following, you’ve lost a large part of the impact.

• Keep it short, but personal. If a lot of topics were discussed, restrict your note to the
key points and ask the buyer to add anything of significance that you omitted.

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