How to keep track of clients’ favorite details
Making Change
MARCH 30, 2009
Write summaries, take screenshots (on Windows, I use SnagIt ), and copy and paste the relevant content into your action map or master Word dump. For example, you could send an email pointing out that Carol’s PPT said X, while the IT policy document said Y. Move the info into your content dump and color code it in the source doc.
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