I have client calls pretty much every day, sometimes a few back to back, and I usually take notes after each one.

But when I talk to the same client again a week or two later, I still forget a lot of the context. I’ll remember we talked about budget or a timeline change, but not always what they actually meant at the time.

The CRM has the basic info, but before a call I still end up going through old notes or transcripts to refresh my memory. Sometimes there just isn’t enough time.

What are you guys doing for this? Curious if anyone has a good pre-call workflow.