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SayPro Advice Consultation Notes
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
SayPro Advice Consultation Notes
Consultation notes are essential records that capture key points, recommendations, and action items from expert advice sessions conducted via SayPro. Proper documentation ensures clarity, accountability, and easy follow-up.
🛠️ How to Use SayPro Advice Consultation Notes
- Prepare for the Session
- Note the date, time, and participants involved.
- Outline the agenda or questions to discuss.
- During the Consultation
- Record key advice, insights, and recommendations.
- Note any decisions made or follow-up actions required.
- Capture relevant resources or references shared.
- After the Session
- Summarize the consultation outcomes.
- Assign action items to responsible persons with deadlines.
- Upload the notes to SayPro for easy access and future reference.
📑 Sample Consultation Notes Template
| Field | Example Content |
|---|---|
| Date | June 19, 2025 |
| Consultant/Expert | Dr. Jane Smith |
| Participants | John Doe, Marketing Team |
| Purpose of Consultation | Discuss AI integration in marketing strategies |
| Key Advice / Insights | – Focus on customer data personalization – Implement chatbots for customer service |
| Decisions Made | Approved pilot chatbot project |
| Action Items | – John to draft project proposal by June 25 – Schedule follow-up meeting July 5 |
| Additional Notes | Shared case studies on successful AI use cases |
| Attachments | Link to project proposal template |
💡 Tips for Effective Consultation Notes
- Keep notes clear and concise.
- Use bullet points for readability.
- Highlight decisions and action items.
- Upload and share notes promptly on SayPro.
- Use SayPro templates to maintain consistency.
- Neftaly Malatjie | CEO | SayPro
- Email: info@saypro.online
- Call: + 27 84 313 7407
- Website: www.saypro.online
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