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Remember those tin can phones we played with as kids? You’d say something into one can, and by the time it traveled down the string to the other side, it was rarely the same message.

Or how about that game of telephone where a whispered message gets passed around a circle, only to come out the other end as something different from what was first said?

And don’t get me started on how social media has compounded this problem. Someone sees a 14-second TikTok video about the state of the worldwide economy and shares their own “version” of the same content, then another, and another. By the end, 26 countries have flooded, 47 people lost their dog, and the United States is converting to a Dogecoin-only payment system.

We live in a world where technology has made it easier than ever to avoid real conversations. Why face an awkward talk when you can whip up a perfectly crafted email, direct message, or text? Right? I get it—avoiding discomfort is tempting.

But seriously, when it comes to client communication, hiding behind screens can backfire big time. Verbal conversations are a must. They help build a deeper client relationship and often resolve issues in 18 seconds instead of 18 emails passed back and forth. But we shouldn’t rely on them to carry the whole load. In business, EVERYTHING should be documented.

In Business, ALL Communication Is Written

At my agency, we put a huge emphasis on communication skills—whether it’s presenting ideas, leading meetings, or just talking things through with clients. And while talking face-to-face (or at least ear-to-ear) is crucial, there’s one thing we never skip: following up every key conversation with a quick written summary.

Why? Because even the best conversation can get lost in translation, just like the 14-second TikTok video. Our memories are selective, and clients’ recollections might differ from ours, which is a recipe for disastrous misunderstandings.

Real World Follow-Up Scenarios

Here are some scenarios to make sure everyone stays on the same page through written documentation:

Sally Freelance presents design comps to a client via Zoom call. The client gives verbal feedback on the call, and Sally takes notes. Directly after the meeting, Sally emails the client, “Thanks for the meeting. As per our conversation, you prefer Design #1 but would like to see the following changes: ________, ________, and ________. Please let me know if you have anything to add. We will start working on the changes later today.”
Joe Agency has a potential client call asking about Joe’s services. At the end of the call, Joe asks for their email address. The call ends, and Joe immediately sends an email to the client: “Thanks for the call! We would love to work with you. As mentioned, the next step will be a discovery meeting to discuss details and exact project scope. We scheduled that meeting for Tuesday at 10 AM. I’ll send you a calendar invite and call details right after this email. Thanks again. See you soon!”
Doris Designer gets a call from a client who is frustrated about a project. They discuss the client’s disappointment, and Doris offers some action items to make things right. The client settles down, and the call ends cordially. Right away, Doris sends the client an email: “Thank you for reaching out with your frustrations. As mentioned on the call, we will be implementing the following things to get things back on track: ________, ________, and ________. We are confident that this will get things moving in the right direction. Please don’t hesitate to reach out to me anytime. We want to make the project experience great for you and deliver amazing results. Thank you!”

Your documented summary of a verbal conversation doesn’t have to be a novel—just a quick note to confirm the details. My agency clients constantly mentioned how much they appreciated our agency’s clear communication.

Three Benefits of Documenting Everything

That simple follow-up documentation is a big part of what kept my clients happy and coming back. There are three key benefits to documenting verbal communication:

  1. Clients have an opportunity to correct anything you potentially misunderstood. Projects go smoothly.
  2. You have an extra positive touchpoint with the client to help strengthen the relationship. Future sales become easier.
  3. There are times that the written documentation becomes an integral part of resolving a future client issue. “Your current feedback is opposite the feedback you gave us on ______ (date). We need to charge more.”

Bottom line: backing up every verbal chat with a brief written summary can save you from a lot of headaches down the line. It keeps everyone on the same page and shows your clients you’re all about getting things right.

Michael Janda

I am Michael Janda, an executive level creative leader with more than 25 years of experience in both in-house creative departments and agencies working with some of the greatest brands in the world including Disney, Google, Fox, ABC and NBC. I create books, courses, workshops, lectures and other training materials to help creative entrepreneurs run successful businesses.