Friday, July 1, 2011

Record Client Meetings!

We had a customer who ordered several copies of PerfectNotes. I was curious about what he was doing with them. It turns out he runs a CPA firm. I thought that was a brilliant use of the product.

My brother is a CPA, and has worked with many clients. Numbers and details are so important in accounting. Having a recording of everything helps you go back and hear what you missed. Only having to take a few notes helps you focus on the client and improve the personal part of the meeting.

It's a brilliant use of the product. Now why didn't I think of that?

Learn more or try it for yourself.

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