Are You Documenting Your Calls?

Recently one of my friends was worried when I met him after his regular work from the home shift and when we sat for a coffee, he busted his reason which was “NOT MAKING MINUTES OF MEETING”

Sounds a little odd right? even I smirked a bit when heard but the expressions on his face clearly represented the matter was way more serious than it looked, as due to no proper documentation and discussion about the client’s issues they were now facing a lot of communication gap resulting in a 2-way fire from Client as well as Senior Management.

WHY THIS ISSUE COMES?

Sometimes we get little casual in approaching our clients, it happens with most of us that we become comfortable with the clients after due course of conversations and tend to miss the basics during the conversation which result in minor or major issues that can spoil your relationship with a client, always remember about your client that even they are reporting someone and are answerable for the glitches faced by their Company.

WHAT SHOULD BE AN IDEAL PRACTICE?

You should always start the call with recorder ON and keep your planner handy with you, JOT down all the points and if they refer to 3rd person right down the name clear in front of the point, after the call is done make sure you run through recorded call once again and match it…