Meeting notes
Save what was agreed without cleaning up a long document.
Consultants
Keep each client's details separate and easy to find.
After a client meeting, tell your Dossier what was decided, what still needs an answer, and what you promised. Ask for it before the next meeting.
After a client meeting Saved
Harbor team chose the simpler launch. Nina will confirm the training date. I said I would send the revised scope on Friday.
Your Dossier keeps
Decision
Use the simpler launch plan
Waiting on
Nina to confirm the training date
Promise
Send the revised scope Friday
Before Friday
Send Harbor the revised scope. Ask Nina for the training date.
How it helps
Useful when several clients need your attention.
Your Dossier keeps one client's decisions and promises from blending into another client's work.
Open questions
Keep unanswered questions with the right client.
Promises
Remember what you said you would send and when.
A simple routine
Brief it after. Ask before.
You do not need to clean up the note or put it in a folder.
After it happens
- Say what the client chose.
- Save who needs to answer next.
- Brief the document or reply you promised.
Before you need it
- Ask what changed in the last meeting.
- Check unanswered questions.
- Review what you owe the client.
Questions
What this does and does not do.
Does this replace project management software?
No. Keep shared tasks in the client's normal tools. Your Dossier helps you remember the conversation around the work.
Can client details stay separate?
Yes. Brief the client or project name, and ask about that client later.
Prepare for the next client meeting.
Ask your Dossier what changed, what is open, and what you promised.