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AI Notes for Interior Designers

How to Summarize Client Design Reviews

Client design reviews are pivotal in ensuring that an interior designer's vision aligns with the client's expectations. Capturing detailed and organized notes is crucial to keep track of feedback and suggestions, ensuring every project detail is addressed. Effective note-taking facilitates seamless communication between designers and clients, enhancing satisfaction and reducing errors or misunderstandings.

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 interior designers

  • Meeting participants: Who were the participants in the client design review meeting?
  • Project scope: What specific areas or rooms of the project were discussed during the meeting?
  • Design preferences: What design preferences or styles did the client express interest in during the discussion?
  • Feedback on designs: What feedback did the client provide on any preliminary designs or concepts presented?
  • Budget considerations: Were there any budget constraints or considerations mentioned that could impact design choices?
  • Timeline updates: Was there any discussion regarding project timelines or deadlines that need to be adhered to?
  • Material selections: Did the client specify any particular materials, colors, or finishes they preferred for their space?
  • Functional requirements: Were there any functional needs or requirements highlighted by the client for their space?
  • Challenges discussed: What challenges, if any, were identified during this review that might affect design execution?

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!