Stop taking notes in zoom meetings - seal the deal with AI

Use AI to save time and build trust

Let’s be real: Zoom meetings have become a core part of doing business.

Whether you're onboarding a new client, leading a strategy session, or checking in with your team, your time on Zoom should be focused, intentional, and efficient.

But here’s the problem:
Too many professionals are multitasking, frantically typing notes, or toggling between windows—while missing key moments that could deepen trust or close the deal.

In this post, I want to make the case for a simple shift: 👉 Stop taking notes during Zoom calls—and start paying attention.

Let AI handle the summaries, so you can focus on what really matters, the client.

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Zoom meetings are about connection

Think about the last Zoom call you had with a client or prospect.
Were you:

• Fully present?

• Noticing tone shifts, facial expressions, or pauses?

• Asking thoughtful follow-up questions based on what you felt?

Or were you:

• Looking down, typing notes?

• Worrying about capturing the action items correctly?

• Missing subtle cues that signal confusion, excitement, or hesitation?

The truth is, the most important information isn’t always said outright. It’s in:

• The slight hesitation before a “yes”

• The change in body language when pricing comes up

• The smile when someone feels truly heard

You can’t pick up on any of that if your eyes are on a doc and not the person in front of you.

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The cost of distraction during client calls

When you're distracted—even with good intentions—you lose more than details. You lose trust, authority, and emotional connection.

Here’s what’s at risk when you’re too focused on capturing every word:

• ❌ You miss emotional signals that tell you what your client really cares about

• ❌ You appear disengaged or disinterested, even if you're just trying to stay organized

• ❌ You sacrifice the kind of intuitive, real-time thinking that leads to breakthroughs and stronger relationships

The fix?
Let AI handle the documentation—so you can stay human.

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Let AI take notes

Instead of typing away during your Zoom calls, simply record the meeting and use AI to summarize the transcript afterward.

Here’s the prompt I use (and recommend saving to your swipe file):