Focus on your client and keep the details organized
Capture client discussions and return to requirements, decisions, and commitments.
Illustrative workflow · not a customer story
Focus on your client and keep the details organized
Capture what the client needsKeep the context behind requirements and constraints.
Review scope and commitmentsSee agreed next steps and topics needing clarification.
Prepare for the next conversationRevisit earlier notes before meeting again.
Capture what the client needs
Keep the context behind requirements and constraints.
Review scope and commitments
See agreed next steps and topics needing clarification.
Prepare for the next conversation
Revisit earlier notes before meeting again.