AI Notes for Consultants
How to Summarize Client Strategy Sessions
Client strategy sessions are crucial for understanding a client's needs and aligning on strategic goals. Consultants often juggle multiple clients and projects, making it vital to maintain organized and detailed records of each session. Good note-taking helps in tracking progress, ensuring alignment with client objectives, and providing consistent value through informed decision-making.
But what should you include in your meeting notes? We have compiled a list of key points to include in your meeting notes.
Key points to include in meeting notes for consultants
- Meeting Identification: Who were the key participants in the strategy session, including the client and any consultants?
- Objectives: What were the main objectives or goals outlined for this strategy session?
- Current Challenges: What specific challenges or issues did the client highlight during the meeting?
- Strategic Priorities: What strategic priorities were discussed or identified for the client's business moving forward?
- Opportunities Identified: Were there any new opportunities recognized that could be leveraged by the client?
- Action Items: What action items or next steps were agreed upon during the meeting, and who is responsible for each?
- Timeline Expectations: Was a timeline established for implementing any strategies or solutions discussed in the meeting?
- Resource Needs: What resources (e.g., personnel, budget, technology) did participants mention as necessary to achieve their goals?
- Success Metrics: How will success be measured for any strategies implemented following this session?
- Follow-up Plans: Are there plans for follow-up meetings or check-ins to review progress on action items and strategies discussed?
How to automate
But why take notes manually when you can use AI to do it for you? Today's AI can transcribe meetings, summarize key points, and even identify action items. Instead of being distracted by typing and writing notes, you can focus on the conversation.
Here's how:
- If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
- Navigate to Settings > Meeting Templates and tap the + button.
- Copy/paste one of our templates and/or customize your own. Tap Save.
- Start your first recording and choose your new template any time during the call.
- Enjoy customized notes emailed right to your mailbox!