Onenote to do list template4/26/2023 All together it was just too much information for us to remember so we created a simple template in OneNote based on a Word Document we’d been using. In addition to capturing the usual meeting details like attendee names and telephone numbers, we wanted to capture details like the Buyers Primary Sensory Dominance and their Personal DiSC style. Everyone knows the importance of taking accurate notes during a Sales Meeting with prospects and customers, however, we always found it difficult to remember the questions and steps that we needed to follow in our Sales Process.
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