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How to Take Good Notes

How to Take Good Notes

When a conversation is moving fast over the phone it becomes critical that you are able to take good notes. This means the name, title (get it exact), extension, email, fax, assistant, backups, peers and subordinates for anyone that has an influence on your sales cycle.

Many of us write one line directly underneath another. The problem with this is that you cannot go back in and fill in a piece of information that you learn later on which applies to a subject above.

One method I have found useful for doing this is to put a line down the center of your paper. Take notes on one side and leave the other side open for filling in notes that refer to items above.

Use arrows down to keep track of who refers you to whom and use arrows up to keep track of who reports to whom. When you reach someone who is particularly helpful, put a star by their name so you can call them back to ask for more information.

Practice truncating or shortening the words so you can write as faster. You would not write out Database Management System. You would write DBMS instead. For application development, you want to use app dev. After the call, you can go back and write out your abbreviations. Being able to take notes quickly will also make it easier when it comes time to summarize and confirm what was said during the call.

Assistants go in parentheses and hard to pronounce names go in brackets i.e. [pro-noun-suh]. If you spell out difficult to pronounce names phonetically (like how they sound rather than the way they are written) you will not mispronounce them in the future when speaking with that person.

In summary, the ability to take good notes will have a direct effect on your being able to recall what took place during a call. The ability to keep track of small details will separate you from other sales reps and will result in more sales.

© 2005 by Accelerated Sales Training, Inc.





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John Power
John Power, founder of Biltmore Franchise Consulting, has extensive experience developing and marketing franchises and business opportunities. He has been in and around franchising for over twenty years. From 1980 through 1990 he conceptualized, organized, and developed the American Video Association. He grew AVA to 2,000 national members, before selling the company it 1990. It was later merged into another home video marketing company. From 2000 to 2005 he worked as a contract marketing and human resources consultant to several local and national companies. In 2005 Mr. Power began working as a franchise development consultant on a full-time basis. Since that time he has helped more than three dozen companies initiate and develop their franchising program. He notes that there are many companies interested in developing a franchise program, and who need his specialized assistance. Mr. Power is a “hands-on” franchise consultant. He said, “I am the ‘nuts and bolts’ person who tends to the details for my clients.” Mr. Power holds a B.S. degree with a major in Marketing. See: www.biltmorefranchise.com You may contact Mr. Power at: jpower@biltmorefranchise.co - Visit John Power's Website


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Ron La Vine
(Visit Ron's Website) Ron holds Accelerated Sales Training, Inc.’s The Secrets of Cold Calling Success (TM) - Live Cold Call Sales Training Workshops worldwide. Ron has trained thousands of sales reps using live cold calling for clients such as Agilent Asia Pacific, ASG, CA, Cognos an IBM Corporation, HP, HP/EDS, IBI, Informix, iWAY, LRS, MeadWestvaco, Merant, Micro Focus, NCTI, Software AG, Sterling Software over 80 more technology & non-technology related firms. Ron has delivered live cold calling hands-on workshops in Australia, Canada, England, France, Hong Kong, Ireland, Switzerland and the USA. Cultures trained included sales reps from Australia, Austria, Belgium, Canada, China, Denmark, England, Finland, France, Germany, India, Ireland, Italy, Korea, Luxembourg, Malaysia, Mexico, Netherlands, Norway, Philippines, Singapore, Sweden, Switzerland, Thailand and all across the USA. For more details about LIVE Cold Calling Sales Training Workshops contact Ron personally at http://www.astselling.com/contact.h tm or call 1-818-991-6487. Also sign up for the Free Sales Tips and Telesales Tips ezine at http://www.astselling.com/free_tips _signup.htm.

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