From Constant Friction to Profitable Joy

Conversation Notes

Today, this comment reminded me of something that I’ve taken for granted.

Several years ago, one of my mentors firmly instructed me, “You’re going to have a lot of people coming into your life. You need a way to keep notes with everyone you meet.”

I started immediately.

I notes from conversations with 391 different people. If you and I spoke in the past 4 years, I probably have some breadcrumbs from our conversation.

Some of these notes are dozens of pages long.

For others, such as clients and close friends, I don’t bother taking many notes at all. I know and can easily remember what’s going on in their life.

It’s a simple format:

  • Big Header: Person’s Name (and company/desc if required)
  • Small Header: Latest Conversation Date
  • Bulleted List: Conversation notes
  • Small Header: Prior Conversation Date
  • etc

Why go to the trouble?

I care about what we talk about. I care about what I learn. I care about what’s going on for them.

So I take notes.

Just a practical way, in my mind, to value other people, their time, their expertise, and our relationship.

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