Take sales and client call notes by hand

1. Start the page with the client. Write meeting:, the occasion, the client as #project and everyone with @ on the first line, for example: meeting: First call #Huber @Ms_Huber @Markus.
2. Listen and write. Lines without a marker are the notes of the conversation: needs, objections, budget, timing. Short and in your own words is enough.
3. Mark the follow-ups. todo: in front of everything you promised, with a date. wait: in front of what the client should send. cal: in front of the next meeting with day and time.
4. Photograph after the meeting. In the car or at the office: one photo with the iPhone and Android app, or upload later in the browser. Photos taken offline go up once you are back online.
5. Confirm and follow up. Tasks and events wait for Confirm. Then you check the email draft and send the summary to the client.

An open laptop sits between you and the person across the table. A notebook doesn't. You keep eye contact, write down the two sentences that really matter, and the client can see that you are listening.

The trouble starts afterwards. The promises are on page 14 between prices and a sketch of the warehouse, the next meeting is not in the calendar, and the email with the offer doesn't write itself. By Friday, only half of it makes it into the CRM.

That is where Axsuro comes in. You keep writing by hand. One photo is enough, Axsuro reads the page line by line, and short markers at the start of a line say what that line should become.

• meeting: First call #Huber @Ms_Huber @Markus
• warehouse too small, wants to expand by spring
• budget still open, decision in January
• todo: send offer by Fri !
• wait: floor plan from @Ms_Huber
• cal: 12.12. 10:00 site visit
• mail: @Ms_Huber thanks for the call, offer comes by Friday

Axsuro turns that into:

• a meeting with Ms Huber and Markus in the Huber project, with the two plain lines as notes,
• an important task "send offer", due Friday,
• a task "Waiting for someone" for the floor plan,
• an event on 12 December at 10:00, one hour long, which after Confirm is also in your Google or Outlook calendar,
• a short email draft to Ms Huber under "Emails to write" on the page.

The email draft: a line with mail: becomes a short draft to the @Name or the address in the line, with subject and text only from what you wrote. Nothing is sent by itself: you check it, then open it in your own mail app or send it via Axsuro, and replies come to you. Axsuro remembers the address for the name.

The summary: "Send summary" emails the meeting with its notes, decisions and tasks (who, by when) to everyone who was there and to any address you add. The client needs no account and only sees this one meeting. You can add a few words at the top and look at a preview first.

When the client goes quiet: if a wait: entry is still open after five days, your phone gets a notification with a short reminder, ready to send. It only goes out when you tap.

#Huber creates a project the first time you write it. Every later page with #Huber lands there: meetings, tasks, events, ideas, sketches. Before the next meeting you see at a glance what was decided and what is still open.

Everyone written as @Name also gets a page with everything that is open with them. On Plus and up it shows "Before you meet" ahead of an event: what you promised, what you are waiting for and how the last conversation went. On Pro and up, "What is open with Ms Huber?" sums up where things stand with AI.

With Ask you can ask in plain words: "What did Huber say about the budget?" The answer comes only from your notes, with links to the pages.

On Pro and up, "Record a meeting" records the conversation while you write on paper, on the iPhone even with the screen locked, for up to about 90 minutes. Axsuro writes down what was said and finds, for every line you wrote, the moment in the conversation: tap "▶ 12:34" next to the line and hear exactly how the client put it.

The recording is stored (in Frankfurt, until you delete it), and people the page is shared with can listen to it. So tell everyone in the room or on the call before you record, and only record when everyone agrees.

Connect Google, Microsoft or Todoist and confirmed tasks and events sync both ways: Axsuro → there in seconds, there → Axsuro in about five minutes. Free connects one account, Plus and up all of them. The details are in the guide From paper to your calendar.

• Every plan: markers, meetings, email drafts, "Send summary", projects (Free: 5).
• Plus and up: "Before you meet", AI meeting summaries, a reminder before the meeting.
• Pro and up: meeting recordings, "What is open with …?", meeting notes to Slack or Notion.

Working as a sales team? Axsuro Business hands tasks to colleagues with @Name, see Handwritten notes in a team. All prices are on the pricing page.

• Turn handwritten meeting notes into tasks
  Digitise meeting notes from paper: meeting:, todo: and dec: turn a handwritten page into a meeting with tasks, decisions and a summary for everyone.
• The notebook for founders, managing directors and executives
  Many meetings, one notebook: how founders and executives keep decisions, tasks and open points from paper with Axsuro, without typing anything up.
• From paper to Google Calendar, Outlook and Todoist
  Sync a paper planner with Google Calendar: write cal: and todo:, take a photo, confirm. Axsuro syncs with Google, Outlook, Microsoft To Do and Todoist.