AI Notes for Freelancers
How to Summarize Client Pitches
Freelancers often juggle multiple clients and projects simultaneously. Keeping accurate and detailed notes during client pitches is crucial to ensuring clear communication and understanding of project requirements. Good notes help freelancers deliver on promises made during pitches and maintain professional relationships by avoiding miscommunications or missed details. AI-assisted note-taking can streamline this process and ensure nothing is overlooked.
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 freelancers
- Meeting identification: Who were the participants in the meeting and what are their roles?
- Client needs: What specific needs or challenges did the client express during the pitch?
- Proposed solution: What solution or product was proposed to address the client's needs?
- Value proposition: How was the value of the proposed solution communicated to the client?
- Client objections: Were there any concerns or objections raised by the client, and how were they addressed?
- Budget discussion: Was there any mention of budget constraints or financial considerations from either party?
- Timeline expectations: Did either party discuss timelines for implementation or next steps?
- Decision-makers involved: Who are identified as key decision-makers on both sides, if mentioned in this meeting?
- Competitors mentioned: Were any competitors mentioned, and if so, in what context were they 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!