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AI Notes for Freelancers

How to Summarize Deliverable Presentations

Freelancers often present deliverables to clients and stakeholders, making it crucial to keep detailed notes on feedback and next steps. These meetings can define the project's success, ensuring all requirements are met and expectations are aligned. Structured notes help in tracking progress and maintaining clear communication with clients throughout the project lifecycle.

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 key participants in the Deliverable presentation and what are their roles?
  • Objective Clarification: What was the main objective of this Deliverable presentation?
  • Deliverables Overview: What specific deliverables were discussed during the meeting?
  • Progress Status: What updates or progress reports were provided regarding each deliverable?
  • Challenges Highlighted: Were there any challenges or obstacles mentioned that might impact the deliverables? If so, what are they?
  • Timeline & Deadlines: What timelines or deadlines were outlined for each of the deliverables discussed?
  • Action Items & Responsibilities: What action items were identified, and who is responsible for each task moving forward?
  • Stakeholder Feedback & Concerns: Did stakeholders provide any feedback or raise concerns during the meeting, and what were they about?
  • Next Steps Planning: What are the agreed-upon next steps following this meeting to ensure successful completion of deliverables?
  • Additional Resources Required: Are there any additional resources or support requested to meet the objectives laid out in this presentation?

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:

  1. If you don't already have a voice recorder that allows you to customize your summaries, download LazyNotes from the App Store.
  2. Navigate to Settings > Meeting Templates and tap the + button.
  3. Copy/paste one of our templates and/or customize your own. Tap Save.LazyNotes templates
  4. Start your first recording and choose your new template any time during the call.LazyNotes templates
  5. Enjoy customized notes emailed right to your mailbox!

More ideas for effective meeting notes for freelancers