AI Notes for Freelancers
How to Summarize Scope Discussions
Freelancers often juggle multiple projects with different clients, making it crucial to keep detailed notes during scope discussions. These meetings set the foundation for successful project delivery by clearly defining deliverables and expectations. Effective note-taking helps in avoiding misunderstandings and ensures both parties are aligned throughout the project's duration.
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 Participants: Who were the participants in the scope discussion and what are their roles?
- Project Overview: What is the main objective or goal of the project discussed in the meeting?
- Timeline Expectations: What timelines or deadlines were proposed or agreed upon during the meeting?
- Key Deliverables: What specific deliverables were outlined as part of the project scope?
- Budget Considerations: Were there any budget constraints or financial considerations mentioned?
- Challenges and Risks: What potential challenges or risks were identified that could impact the project scope?
- Responsibilities and Ownerships: Who is responsible for each part of the project, and how are tasks divided among participants?
- Client Requirements and Preferences: Were there any particular client requirements, preferences, or specifications discussed?
- Follow-up Actions Needed: What follow-up actions need to be taken after this meeting to move forward with the project scope?
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!