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Hey, how's it going everyone? Mike here
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from Filter Grade again and today I'm
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really excited to show you the call
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notes notetaker for notion. Uh this is a
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template I made a couple months back
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when we re when we launched the category
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of notion templates on filter grade that
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is essentially just for taking notes
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during phone calls. It's an easy way to
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keep track of your key points, links and
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other things like that. and you can
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replicate it over and over again in your
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notion so that you have different
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folders or different pages for these
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different calls you do throughout your
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journey or your career. And so I'm just
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going to show a little bit real quick.
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This is the template page on uh Notion
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Marketplace. Again, this is a free
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template. You can easily just click get
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and it will duplicate right into your
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Notion account. So um I'll leave the
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link in the description along with the
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link to my profile where you can check
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out my other templates. I have a couple
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premium ones along with like a pro
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version of this template if you're
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looking for something a little bit more.
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But um if you want a free one to get us
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started, let's check this one out. So
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I'm going to jump right in and show you
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how it works. So this is the live
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listing on the marketplace, but
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basically when you replicate it, it will
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look very similar to this. You can
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delete any text, change anything. If you
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want to just get rid of the description,
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you're welcome to do that. And then this
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is how you get started for every new
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phone call. So, the first thing you want
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to do is duplicate this template and
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make sure you have this in your notion
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account. So, I'll do that process to
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show you how it works. So, go on the
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landing page, click get template.
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Once you do that, you should be able to
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just duplicate it into your own
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you can just click add. So, I'm adding
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it to my private notion right now.
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Once it's ready, it should kind of just
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like refresh or show you.
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Here we go. This is the duplicated
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version. And so this is the new one that
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I just made. So once you get this, the
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best thing you can do is duplicate it
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again. Or if you ever need a fresh copy,
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you can always just go back to the
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template on the marketplace. But so you
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can just edit from this one and
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duplicate from there. But basically,
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let's say you're ready for a new phone
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call. What I would recommend doing is
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everything's blank. We're going to get
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started. Jane Doe, we last spoke in May
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on the 10th, I believe. And the goal of
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the convo is to finalize planning food
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Okay. And so this is all the stuff I
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would do before the call. Very simple.
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If you have anything else you need to
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add, you can always just click this plus
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right here to add more tables. And then
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you can always just expand this and
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contract it however you need for that
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purpose. I like to keep it simple. So
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this is where I left it for the
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template. Then once you're in your call,
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the best thing I like to do is if you're
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in like a Google Meet or a video call,
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you can just be in this page and have it
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on the right. Obviously, you know, maybe
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tell the person you're talking to and
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just mention, "I'm taking some notes so
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they know." But then it's very easy to
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just type down key points as you're
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talking while still paying attention
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without, you know, being too distracted.
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You don't need to write down the whole
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call. Like something comes up about a
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key date or something interesting, write
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it down here. If you send a link in the
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chat, what's the first thing you usually
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do after Google Meet? You lose the chat
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history. You don't have that. Put those
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links here so you remember them after
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the call. something come up that you
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didn't have time to mention, like maybe
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the person you're talking to, maybe
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Jane's talking and I just didn't want to
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interrupt, but something came up, write
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it down real quick, and then either
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bring it up at the end of the call or
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just keep it for emails or, you know,
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whatever. And then finally, next steps.
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Every call, like as you have a goal
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here, tie that to the next steps. Keep
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your calls focused. That's the whole
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point of call notes and like the call
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notes pro template is to help you be
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faster or more efficient at at
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extracting those details because one of
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the biggest problems I've faced over and
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over again is taking too many notes
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getting kind of crazy notes that are
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hard to read not being sure and then
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leaving a call being like wait what did
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we just cover? Like I can only remember
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so much when I'm doing five or six calls
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a day. So, this will hopefully help you
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save that. And then from there, you can
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use utilize it over and over again in
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your notion. And so, if you need this
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template, head over to the notion
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marketplace and check out CallNotes
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Notetaker. I'll leave the link in the
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description. And then be sure to check
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out the rest of my templates on my
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profile, which I'll also link below,
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too. And thanks so much for the support.
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If you have any Notion questions or want
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to see any other like tutorials about
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using Notion, setting up templates,
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etc., Let me know in the comments below.
