Record the decision context

Write down the problem discussed, the relevant constraint and the next agreed action. Keep factual observations separate from your interpretation. Avoid unnecessary personal details or speculative labels. A colleague should be able to understand what was actually said without guessing which parts are assumptions. Notes are most useful when they help someone continue the conversation respectfully and accurately.

Make commitments searchable

Record who owns each follow-up and when it should happen. Use consistent fields for next action and status rather than burying tasks inside a paragraph. If the prospect corrects something, update the record. Review notes before the next meeting so the person does not need to repeat the same background. The aim is continuity, not surveillance or collecting every detail a person shares in passing.

Imagine this

Hypothetical example

A hypothetical consultant records “Needs a phased rollout because the team is busy in November” and “Send a two-stage outline on Thursday.” They avoid writing a subjective judgement about the buyer’s enthusiasm. A colleague can now prepare the right document and keep the agreed commitment.

Make it practical.

Use this checklist as you read. Checks are not stored.

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