No Printouts? Rebuild Meeting Memory in 5 Minutes with WriteScan

Arrive at a client site without your deck? With a WriteScan backup, you can refresh agenda points on the spot. We’ll cover pre-visit prep, a five-minute recall routine before the meeting, and how to capture new notes afterwards.

Why “No Materials” Hurts Your Credibility

Paper decks are bulky, email attachments are buried, and “give me a minute to find it” sounds unprepared. Storing printouts and hand notes in WriteScan means you can pull talking points instantly, even if the original paper stays on your desk.

Pre-Visit Workflow: Printouts + WriteScan = Hybrid Backup

  1. Scan printouts with vFlat (optional but recommended): Flatten stapled docs, generate clean images you can annotate later.
  2. Capture key notes in WriteScan: Meeting memo, whiteboard shots, to-do lists—save them with titles like “Client-X_Kickoff_2025-11-05”.
  3. Tag aggressively: e.g. #Client-X #proposal #QandA.
  4. Summarize in Markdown: Add bullet lists for agenda, concerns, and the one-liners you want to remember.

The Five-Minute Recall Routine

  1. Search by keyword: “pricing objection,” “migration timeline,” etc. Tags narrow the list to a single client.
  2. Skim the Markdown summary: Agenda → decisions → follow-ups. Highlighted lines keep your eyes on critical items.
  3. Run through the self-Q&A: Keep prewritten answers for typical questions (“What about SLA?”). One glance restores confidence.

During and After the Meeting

  • Jot new notes on paper if that’s fastest, then capture them with WriteScan right after the meeting.
  • All scans—printouts, whiteboard shots, scribbles—live in one timeline, so you never wonder “Where did I write that?”
  • Export Markdown to your CRM or team chat to brief colleagues without retyping.

Stay Prepared, Even Without the Paper

WriteScan backups let you recover key details in minutes. Scan 10 crucial pages for free, then upgrade to Pro (200 pages / month) once you’re backing up entire client folders.