In many small businesses, important follow-up items are spread across:
- Emails
- Text messages
- Handwritten notes
- Meeting minutes
- Customer conversations
- Project updates in slides
- Staff discussions
The problem is that the important details are not collected into one place where they can be tracked and followed up.
This video shows a workflow you can use to collect action items, open questions, project/customer updates, and decisions into one simple meeting and follow-up tracker. You can use it with a spreadsheet or with your own preferred application.
YouTube video: https://youtu.be/vMjfsx3SkcA
Copy the ideas in the video, or purchase the spreadsheet and prompt at: www.improvingyoursmallbusiness.com/tasktracker/
Contact us with questions.
