u/jdop19

I’m trying to get better at follow-up notes after buyer and seller calls. A lot of the useful stuff is not the big decision, it’s the small details: why a buyer ruled out a neighborhood, what a seller is nervous about, timing changes, financing concerns, family preferences, or some quick comment they expect you to remember later.

I write notes during calls, but if I write too much I stop listening properly. If I only write the big points, I miss the details that make the next follow-up better. Do you guys record calls when the client is okay with it, or do you just clean up CRM notes from memory after?