For fear of being distracted and forget something during the confirmation conversation, I take a few seconds BEFORE calling to write the following on my confirmation page:
*ID (+ copy, if requested) - *Time/Location - *Dining room or kitchen table - *(approx. amount of time appointment will take +/-) - *BO Review final docs with LO? -
I check off each item as I discuss it with the BO. Yes, it takes a few seconds extra, but I feel it helps avoid having to call them back because I forgot to mention something.
I COULD type and print the bulleted on a separate piece of paper, but then it's just one more piece of paper!! (O:
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