How do you make sure that tasks assigned during client meetings don’t get lost? Do you use a specific tool to track down meetings and assign tasks to your team?
Join John Arnott, business owner, and digital marketing expert in this tutorial on how to organize and structure your meetings with Asana.
Learn more about John at https://johnarnott.com/.
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Additional Tutorials and Personal Development Videos: https://www.youtube.com/channel/UCWPBBNmELlZKGyqhglfbhXw
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In some previous videos that you can check right here
(https://www.youtube.com/watch?v=n0N9gQUn5Vo&t=25s&ab_channel=JohnArnott
we spoke about how to optimize your meetings and workflow with a great tool: Asana.
There is no doubt Asana is an excellent platform to manage and synchronize your projects. And it’s even more useful if your team works remotely, as your meetings and tasks get tracked and stored in one common place for all collaborators.
In today’s video, John Arnott takes this conversation to the next level by bringing a step-by-step tutorial on how to successfully manage client meetings using Asana functionalities to structure, organize, track, and assign tasks.
Watch it until the end to learn how to convert meeting notes into actionable tasks and sub-tasks, then assign them to the right people, ensuring commitments, tasks, and deadlines don’t get lost or missed.
The act of putting all together underneath a client section in Asana is a great way to revisit what came from the meetings, including notes and tasks. And it’s also a great way of communicating with your clients because you can choose what to share with them by using the tag tool.
How about you? Is there any different tool you’ve been using to manage client meetings? I’d love to hear from you. Drop a note in the comments and let me know.
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Additional Tips and Resources for Business Owners and Entrepreneurs:
Virtual Teams – building a productive remote organization
Drip campaigns with Growbots
Additional Personal Development Videos:
7 leadership lessons from Ted Lasso
End the workday:
