Note taking

Notes are your secret weapon for building and maintaining meaningful relationships. By capturing key details about the people in your life, you create a foundation for more thoughtful, intentional connections.

Taking meaningful notes in Quin

  1. Simplicity is key: Your note-taking system should be easy to maintain. A quick, imperfect note is always better than a perfect note never written.
  2. Forward-thinking approach: View note-taking as the beginning of your next interaction, not a chore. Each note is an investment in your future conversation.
  3. Capture the unique: Focus on writing down information you're unlikely to remember naturally.

Understanding your relationships

Quin helps you approach note-taking by considering three key spectra:

1. Relationship Depth

  • For new connections, capture foundational information
  • For long-term relationships, focus on nuanced, evolving details

2. Interaction Frequency

  • Frequent contacts: Note subtle changes and updates
  • Infrequent contacts: Capture significant life developments

3. Relationship Type

  • Professional: Work achievements, career moves
  • Personal: Hobbies, family updates, personal interests

What to Include in Your Notes

Personal Basics

  • Background information
  • Hometown
  • Education
  • Childhood interests
  • Music and entertainment preferences

Recent Updates

  • Recent travels
  • Life changes
  • Weekend activities
  • New pets or projects

Professional Context

  • Current occupation
  • Side projects
  • Professional certifications
  • Career aspirations

Conversation Highlights

  • Books they're reading
  • Emerging interests
  • Significant ideas discussed
  • Personal reflections

Next Steps

  • Follow-up reminders
  • Book recommendations
  • Topics for future discussion

When and How to Take Notes

Timing is Everything

  • Best: During or immediately after conversation
  • Alternative: Review and update at day's end

Quin's note taking features

Pro Tips

  • Be consistent
  • Stay authentic
  • Update regularly
  • Use Quin's reminder features

Great relationships are built on thoughtful attention to detail. Your notes are a bridge to more meaningful connections.

What is Quin?

How much is Quin to get started?

Does Quin replace my CRM?

How does Quin protect my data?

Contact us

If you need further assistance, our support team is here to help. Please email us at help@heyquin.io for immediate support.