2d • Notes 📝
Personalized Notes | Client Communication Master Class
Communication Medium Hierarchy
- Video Calls (highest engagement)
- Loom (asynchronous video)
- Audio Calls
- Text Messages (lowest engagement)
Core Communication Principles
Message Preparation
- Use ChatGPT to refine every message before sending
- Show rather than tell—use visuals, demos, and examples
- Format with bullet points or numbered lists for clarity
Client Engagement
- Involve all client senses in communication (visual, audio, text)
- Include screenshots with every update
- Never hide any conversation details in updates
Project Update Structure
Divide communication into three equal phases:
- 33% = Start (project kickoff and initial progress)
- 33% = Mid (halfway check-in)
- 33% = End (final delivery and wrap-up)
Always provide updates at the start, middle, and end of work.
Meeting Best Practices
Before every call, share:
- Agenda (topics to cover)
- Goal (desired outcome)
- Meeting duration
Language & Response Guidelines
Avoid These Responses:
- ❌ Generic reactions (thumbs up, emojis as replies)
- ❌ Vague pronouns (ka, wo, ye, yeshan, udhar)
- ❌ One-word replies (OK, Yes, Yeah, Yep)
Do This Instead:
- ✅ Repeat back what the client said to confirm understanding
- ✅ Avoid unnecessary questions—focus on clarity and action
General Communication Rules
- Decode voice notes into written summaries
- Add complete details (specific times, quantities, dates)
- Communicate in detail about everything
- Never assume anything—always clarify
Team Communication
- If working on a team, always communicate in group channels (avoid scattered DMs)
Documentation & Organization
Create Documentation In:
- Google Documents
- Google Sheets
Organize Your Work Using:
- Diary/journal
- Boards (Kanban, Trello, Notion)
- Sticky notes for quick capture
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Personalized Notes | Client Communication Master Class
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