Everything to Include in Remote Sales Meeting Notes

Of all the differences between selling in a remote organization and being a part of an office space, the challenges of complete and transparent communication are some of the few similarities that persist.

与潜在客户，顾客和队友一小时的视频呼叫之间的持续弹跳意味着某些事情必然会陷入裂缝中。

Psychologist Gabriel Radvansky studied how entering or exiting through a doorway serves as an “event boundary" in our minds—subconsciously separating episodes of activities and storing them away. They found we were两次可能的可能性要高两次to forget what we are supposed to do after walking through a doorway.

Could the same be said of ending Zoom meetings and closing browser tabs?

When talking to a prospect or client, the last thing you want to do is forget something important. One key word or phrase, a question or answer, can mean the difference between along-term relationshipor a missed opportunity.

对于远程销售团队，易于使用的技术比以往任何时候都提供更多的方式，以捕捉和纪念潜在客户和客户情绪，以在整个买家的旅程中继续参考。

Including these things in your meeting notes can help maintain clarity and alignment throughout your sales process.

1. Meeting Agenda

组织良好的议程是effective meeting preparation. After discussion topics and meeting expectations have been defined and shared with guests, an agenda can serve as a guide and outline for meeting notes and the documentation of decisions.

建立议程时，可以通过包括团队需要回答的问题来使其可行。随着越来越多的人参加会议的准备，开始为讨论的讨论奠定阶段的时间就越少。

Sending a clean and branded agenda to a prospect beforehand has the added benefit of displaying organization and professionalism in a way that displays preparedness to meet the prospect’s needs. As the starting point of sales meeting notes, the agenda serves as a permanent reminder of the expectations previously set for the prospect or client.

2.目标和目标

Meetings without goals are usually a waste of everyone’s time. Whether it’s discovering pain points, making a decision, reporting on progress, or just building relationships, every meeting should have at least one specific goal to accomplish. It’s best to set one or two goals to achieve and share these with the team before the meeting.

与潜在客户或客户会面时，可能会有一些共同的会议目标是：

• 发现有关X公司当前过程的三个痛点。bob全站app
• Define the budget and timeline for Project Y.
• 审查最近12个月并讨论年度续签协议。

共同的目标有助于防止对话曲折，限制切线，并为这次会议是否应该是电子邮件提供答案。在结束会议之前，请注意实现哪些目标以及剩下的目标。

3.附件

建立议程时，附加相关资源和文件也可以帮助客人准备好前来的对话。bob体育苹果系统下载安装关于销售流程，资源通常可以包括一张页面，报告或案例研究bob体育苹果系统下载安装，以证明产品或服务的价值并为潜在客户进行对话。

Attaching resources directly to the agenda also helps to avoid the awkward fumbling of desktop applications and browser tabs in front of guests. No more frantic scramble to find the latest copy of the slide deck or case study. These distractions can shatter the impression of organization.

When the meeting is over, keep these attachments with the meeting agenda to know exactly what was shown and discussed.

4.出勤

让合适的人进入房间可能是一个挑战。记住这些利益相关者中的每个人，他们的角色和责任以及与决策者的关系可能更加困难。

Taking accurate attendance at the start of the meeting can remind sales reps who contributed to the conversation and who may need to be brought in or up-to-speed after. Reviewing these records can give additional insight into who the key players are in a sales negotiation.

5. Prospect Questions and Comments

Great sales reps know how to walk around in the shoes of their prospect. As a meeting advances, a prospect may stop and ask for clarification or additional information. Take note of these moments. These comments and questions are key points that allude to what may be top of mind for a prospect or client and need to be captured for later.

一些digital note-taking toolscan allow for real-time collaboration within the same set of notes forremote sales teams. Observing a comment from one person may spark a new question or idea from another. Inviting prospects to take part in the discovery and sales process can create alignment that accelerates deals.

6. Private Notes

Of course, there will be other times when you want to remember something later or share a helpful comment to a colleague or stakeholder in another department. Having a personal space to quickly jot down notes for later without breaking the flow can help with productivity and focus.

Examples of private notes may include:

• 通话记录中的一个点的时间戳要返回教练。
• An error spotted on a presentation slide that needs to be updated.
• A personal note you want to remember about your prospect or client.

Attaching these private memos to sales meeting notes can help advance business processes for an organization and create a shared sense of transparency among teammates.

7. Decisions

As mentioned before, one major reason for holding a meeting in the first place is to make decisions. These choices may be big or small, easy or difficult, but after they’re made, it helps to keep track of them.

If a decision was made in a meeting, write it down. Keeping a record helps clear up confusion down the road and allows for transparency and alignment for all stakeholders. Should the time come to revisit or reverse a decision, the decision will be there waiting next to all of the helpful context that led to it.

8.动作项目和任务

同样，如果没有明确的方向，生产会议也不会结束。根据小组的规模和交易的复杂性，可能会有一长串的下一步列表。不要通过不记录会议结束后需要发生的事情来丢球。

突出显示动作项目，并将其清楚地标记在会议笔记中，并以足够的细节前进。记录操作项目是什么，负责使其完整，如果适用，则是截止日期或到期日。

When writing action items in meeting notes, it’s helpful to include them alongside the topic from which they were created for a complete background on the tasks.

9.反馈

客户反馈也许是任何成长中的组织最有价值的资产。在通话或开会结束时，请尽可能多地寻求反馈。这样做的简单方法是问：

• “您对今天的讨论感到满意吗？”
• “有什么我们可以做的更好?”

Other teams may prefer to send a short quantitative follow-up survey after a meeting with one or two short-answer questions about their experience.

This data serves as a powerful feedback loop that can be shared with a leadership team and other stakeholders and provide opportunities to iterate and make the process more satisfactory for prospects, customers, and clients.

10. Transcript and Recording

In a remote sales process, phone calls andvirtual meetingsoffer the unique benefit of easy-to-use recording, playback, and analysis of everything said during the call or meeting.

While most of the time, you’ll want to quickly refer to a specific part of the conversation, having the complete meeting record is helpful when needing to refer back for full context or an exact quote.

Saving these recordings have the added utility of being excellent coaching tools for sales teams. Sharing successful answers to objections and effective talk tracks to pain-point discovery can aid career growth.

When appropriate, and with permission from the prospect or client, record the conversation and save the transcript and recording to the meeting notes.

11.下次会议的时间

销售过程中的速度有助于团队扩大成功并增加整体管道。加速buyer’s journeyis to keep the conversation moving by giving the prospect a clear understanding of what the next steps will be.

无论是在保留阶段与潜在客户或现有客户合作，在挂断电话还是休会之前，都同意下一次会议的时间。这种小动作代表了对您的产品或服务的进一步准备和信心，并设定了期望。

Where to Store Your Meeting Notes

With a complete record of the meeting discussion, pain points, objections, decisions, resources, and action items in hand, memorializing this information is the final step. Organize this everything alongside your other valuable customer data in your trustedCRM, creating a single source of truth.

出色的销售团队与也支持客户的部门交叉开展工作。信息的透明共享完成了反馈循环，以促进利益相关者之间的一致性并推动客户满意度。

当客户支持可以查看销售记录the discovery call, the onboarding process can go smoother and make the customer feel valued and heard.

记录，保留，重复

This list may seem daunting for any sales process. Complete meeting notes document meeting outcomes and serve as a permanent record of key decisions, action items, and takeaways.

Even the act of note-taking, itself, has been shown toincrease memory. In a remote environment, over-communication is key to alignment and scalability. As your team builds better meeting habits, consider these ways to improve your note-taking and documentation processes.

组织大小需要在任何地方眨眼间依靠客户信息。这就是为什么我们建立了一个易于使用的平台，用于端到端会议管理。学习更多关于Hubspot应用市场中的案例.