When having client calls it must be decided beforehand who will be taking notes on the call. It does not have to be the same person each time. Sometimes it will be the account executives and sometimes it can be account managers. On each client account it will usually have been decided who will be the note taker for the account duration. This does not mean that others on the account should not be note taking the call in case anything is missed.

After a client call is finished the following process shuld be adhered to:

1. The person who was taking notes on the call should update the client action report as a ‘post call action report’ (highlighting who should carry out each task).
2. This post call report should then be reviewed by the account director.
3. Once all actions are agreed, a copy can be sent to the client to let them know if they have any actions to carry out.