SAGE Meeting Notes
The lecture notes that worked for the classroom don’t work in the office. Neither do the mind maps of creative desktop work or the page notes for the book study. Client meetings are an entirely different milieu and require a note-taking approach.
SAGE Meeting Notes are a sensible, straightforward way of capturing what takes place in a client meeting so that you can:
Set next steps with clients clearly
Review your own and others’ performance
Retain all major information for posterity
The program includes:
Preparatory coverage of core concepts prior to the workshop
Live Workshop Sessions
Live note-taking studio time
Critique and guidance on note-taking speed and accuracy
Support to produce SAGE notes for multiple meetings
Incorporation into CRMs and other systems
We'll deliver in any format you need
On-site training is delivered with small group exercises and a number of customized hands-on activities.
Remote training is delivered live over Zoom with individual exercises and activities curated to increase engagement.
This program is available for on-demand licensing, which can be used to train new staff or as a reinforcement tool.