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Taking Notes - A Greatly Under-used and Under-rated Business Success Tool

By
Industry Observer

When I think of people who carry around small notebooks and are constantly scribbling things, I think of someone who means business. Columbo comes to mind...Columbo always got his man/woman and a big part of his success was the notes he was constantly taking.

What makes you stand out in a potential client's mind?

Is it the way you dress?
Perhaps it's the way you carry yourself or the colourful brochure you hand out.
Perhaps, it's all of these things and a little more. That little more could be the deciding factor in whether a potential client decides to go with you as their choice or not....and that little more could be, surprisingly, nothing more than a small coiled notebook and old-fashioned pen that you take out and make notes in whenever you're getting to know someone new who is in the market for a business person in your field.

Taking notes signifies that you care.
You care enough to 'take note' of what the person is telling you.
You care enough to want to make sure and get the details straight and make sure all bases are covered should you be fortunate enough to have them choose you to meet their needs and desires.

Never underestimate the power of your notes. Later you will refer to them when preparing feature sheets, client forms and marketing items.

When going on a listing appointment, I've always carried a clipboard and on it I take extensive notes while listening to everything that is being said by the seller.
These notes are like gold to me and, although I take intensive interest in what the seller is conveying to me, I never leave all the details totally up to my memory, for memories have been known to not always be as thorough as we would like them to be.

By taking notes, you are showing your potential customer/client that you take what they are saying seriously and you mean business. You show that detail and thoroughness are important to you and the customer will more likely see you as someone who is conscientious and attentive.

When following up with a potential client, a summary of your conversation goes a long way towards how impressed they will be with you and shows you are competent and are concerned with taking outstanding care of their needs.
The notes you've taken will be like gold in your hands as you prepare a follow-up letter or call to the potential client.

Never underestimate the little things in business.
It's the little things that count and are remembered most. They make all the difference when it comes to who someone chooses to represent them in their business needs. 

~Jo

©2009JoSmith

 

Jo-Anne Smith, the author of this article, is a REALTOR® with Sutton Group - Quantum Realty Inc., Oakville, Ontario and welcomes your real estate inquiries. To contact her, visit www.Oakville-BurlingtonHomes.com

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Comments(48)

Jo-Anne Smith
Oakville, ON

Gary,

I'm not surprised that you are an expert note taker....your writing is so detailed and well thought out that I can imagine you taking notes on EVERYthing in life.

Jo

Jan 31, 2009 11:39 PM
Jo-Anne Smith
Oakville, ON

Lynn,

It's great to have those notes to refer back to, isn't it?

Jo

 

 

Feb 01, 2009 12:51 AM
Jo-Anne Smith
Oakville, ON

Rebecca,

Glad to hear you've graduated to a 'notebook'....lol.

Jo

Feb 01, 2009 12:51 AM
Jo-Anne Smith
Oakville, ON

Thanks Diane,

It is rather timeless, isn't it? Somehow writing a note in a book or card makes it seem more 'real' and important and I believe our clients feel that way too....

Jo

Feb 01, 2009 12:53 AM
Jo-Anne Smith
Oakville, ON

Donna,

You sound a lot like me.....usually I go through all of my 'notes' and slips of paper and record them all in a main book every second day or so....

Jo

Feb 01, 2009 12:54 AM
Jo-Anne Smith
Oakville, ON

Lyn,

lol.....having these notes is a lifesaver

Jo

Feb 01, 2009 12:54 AM
Jo-Anne Smith
Oakville, ON

Hi Kate,

I guess all agents don't take notes...some use blackberries and some just depend on their memories...I think actual note taking is more personal and accepted though, particularly by the older generation of clients who still value a handwritten note over an email.

((-:

Jo

Feb 01, 2009 11:38 AM
Jo-Anne Smith
Oakville, ON

Hi Lee and Pamela,

A handheld recorder in the car sounds like an excellent idea....

thanks for stopping by,

Jo

Feb 01, 2009 11:39 AM
Jo-Anne Smith
Oakville, ON

That's great, Jeff....keep up the good work!

~Jo

Feb 01, 2009 11:39 AM
Jo-Anne Smith
Oakville, ON

David,  A whatberry? ......just kidding, lol.  Whatever works for you is what you should be doing, I just feel clients feel more comfortable if we are actually handwriting our notes when speaking with them rather than typing away into a blackberry.....

Jo

Feb 01, 2009 11:41 AM
Jo-Anne Smith
Oakville, ON

Kristi,

I'm with you on this matter....

thanks for stopping by,

Jo

Feb 01, 2009 07:49 PM
Jo-Anne Smith
Oakville, ON

Kelsey,

It's amazing the amount of paper we collect in this business, isn't it? Those old notes may be very valuable....

Jo

Feb 01, 2009 07:54 PM
Jo-Anne Smith
Oakville, ON

Antonia,

You summarized the value of note-taking perfectly!!


thanks for visiting this post,

Jo

Feb 01, 2009 08:03 PM
Jo-Anne Smith
Oakville, ON

hi Dee,

thank you for dropping by....

Jo

Feb 01, 2009 08:04 PM
Blowing Rock Real Estate Boone Real Estate
Blowing Rock Investment Properties - Blowing Rock, NC

I write notes everywhere. It would probably help to get a little notebook and keep them all in one place. Thanks for the tip.

Feb 01, 2009 11:42 PM
Anonymous
Robert J. Morrow, Hamilton Home Review.com, Chase Realty Inc

Joanne,

I wholeheartedly agree with writing notes infront of clients. I have a blackberry but it's off when I'm with a client. I also have a voice recorder in the car but that's for novel writing and I'd get confused if I added real estate notes. Next thing you know, I'd have a serial killer protagonist viewing houses!

I have had several people comment on my big "black book" where notes are held. They smile when I remember their pet's name and ask them about it while we're out house hunting.

Feb 02, 2009 05:34 AM
#44
Jo-Anne Smith
Oakville, ON

Meris,

I made up my own daytimer page with room for writing notes on everything...it keeps everything in one place and has a lot more room than the standard daytimers 

Jo

Feb 03, 2009 11:12 AM
Jo-Anne Smith
Oakville, ON

Hi Robert,

It sounds like you're very organized! Interesting that you also write novels.....and I see you're right next door to me in Hamilton?

thanks for dropping by,

Jo

Feb 03, 2009 11:13 AM
Mike Henderson
Your complete source for buying HUD homes - Littleton, CO
HUD Home Hub - 303-949-5848

I'm an avid notetaker I hope the clients notice.

Feb 03, 2009 03:07 PM
Jo-Anne Smith
Oakville, ON

hi Mike,

I'm sure they do!

Jo

Feb 06, 2009 05:38 AM