Will Taking Notes by Hand Make You a Better Salesperson?

April 18, 2025
Scott Pemberton

The unequivocal answer is “ probably.  But it’s an awfully strong probably that’s backed up in research and in practice.

In our consultative sales training course and in our coaching, we’ve always advocated taking notes during discovery with prospects or customers. No breakthrough there. Taking notes just seems to be commonsense, right? If only because notes will help you to remember what happened later.

But we go further in our teaching and coaching. We also advocate taking notes  by hand. This pronouncement never fails to raise eyebrows among business developers we work with. From our experience, we’ve identified several reasons that make handwritten notes more effective. We’ll go into a few of them in a minute.

But first, we want to say  that our approach has recently received scientific support. Just last month, in  Can Handwriting Make You Smarter?   The Wall Street Journal presented the research and the rationale. Compared with those who take notes using computers, “People who write [their notes] out in longhand, appear to learn better, retain information longer, and more readily grasp new ideas.”

Sounds pretty definitive, doesn’t it? The  WSJ  story summarizes research done mainly with college students, but a number of studies reached similar conclusions. Researchers are confident that the rule holds for anyone.

We also believe that our research is pretty definitive, even though it’s not rigorously scientific, and we have no doubt about our rationale. Here’s a taste of our thinking in connection with the sales process.

Taking notes by hand . . .

1.  Shows respect for a prospect’s time  and the information he’s giving you.

2.  Slows down the conversation.  Your prospect has time to think about your questions as you write down her answers. If you’ve brought up a problem she didn’t know she had, for example, she’ll be turning over that demonstration of your expertise in her mind as you’re writing down her response.

3.  Forces you to identify  key  points  and facts and to organize them more efficiently. The reason is that you actually have to make choices about what to include and what to leave out–and where to put it so it makes sense.

Unless you know the ancient art of shorthand, you can’t possibly write down every word of a discovery session using pen and paper. And that’s a good thing. Unfortunately, keyboarding does make verbatim note-taking possible.

Worse, just because you can, you’re  tempted  to take down every word. And that’s not a good thing. The formal research backs us up on this point: “Laptop users . . . took notes by rote, taking down what they heard almost word for word,” the  Journal reported. In addition, one of the researchers noted that in tests “the longhand note-takers did significantly better than laptop note-takers.” Another pointed out: “The ability to take notes more quickly was what undermined learning.”

So,  will  handwritten notes make you a better salesperson? We think so–and not just for the three reasons we provided here. Handwritten notes also impact the sales process in other ways. If you want to know more, just call or e-mail me: 847-446-0008 Ext. 3 or  spemberton@productivestrategies.com.

Scott Pemberton  is a senior consultant at Productive Strategies, a management and marketing consulting firm with expertise in consultative sales training, appointment setting and lead generation, and marketing and marketing communications. He can be reached at 847-446-0008 Ext. 3 or spemberton@productivestrategies.com.

By Phil Krone, President April 28, 2025
Asking the questions that give you the confidence you need to win in sales. 
By Phil Krone, President March 22, 2025
This faith-based not-for-profit achieves 40 percent year-over-year growth for 17 years by applying well-known business principles, one in particular. Why can so few businesses even dream of such growth?
By Phil Krone, President February 17, 2025
Are you selling business to business or business to government or both? There are similarities but also differences that need to be recognized to optimize your results.
By By Phil Krone, President January 17, 2025
Last year after a talk I gave at the Small Business Expo on Business to Business Selling (B2B) , a woman asked for my card because she wanted to meet to tell me about her business and learn more about mine. When we eventually got together she shared that her start-up company’s goal was to console consumers who had suffered the loss of a loved one directly, as she had. But my talk had inspired a new idea: assist funeral homes to improve their services by showing more empathy to their customers who were struggling as she was. I sensed that my talk gave her confidence that, despite the challenges, her business could succeed. What I didn’t realize was that this small assignment for a start-up would eventually have such a big impact on her business as well as an industry. 
By Phillip Krone December 18, 2024
To date we have covered the Sales, Information, Tactical, and Marketing Plan Levels. Although the fifth level is the last to be discussed, it is often what sets a business in motion when it is founded. Today we will illustrate marketing to support a vision by discussing two very successful businesses.
By By Phil Krone, President December 5, 2024
As a reminder, the Five Levels of Marketing are (1) Sales, (2) Information/Data/Analytics, (3) Tactical or Campaign, (4) Marketing or Program, and (5) Vision/Strategic. We’ve explored each of the first three levels in separate columns in August, September, and October. They are available on our website's Productive Insights collection.
By By Phil Krone, President October 16, 2024
Using intelligence from prior levels leads to revenue-building sales campaigns on the ground in real time.
By Phil Krone, President September 16, 2024
Tracking key types of data each month provides insights that can build a highly productive marketing plan.
By Phil Krone, President August 14, 2024
The Five Levels - Sales: Prospecting, qualifying, discovery, presentation, demonstration, proposal writing and closing; Information/Data/Analytics; Tactical or Campaign; Marketing or Program; Vision/Strategic
By Phil Krone, President July 18, 2024
If you believe you have ADHD, you can be more successful by scheduling fewer first meetings and spending that time on more second and third meetings with qualified prospects. For our client, that meant cancelling half the medical CFO conventions his sales rep was planning to attend and investing more time following up with the CFO prospects he had already met. When your discovery is not productive, step back and restart at the point the discussion began to be about whose system is better. That’s an argument you are not going to win. Don’t waste years in prospect meetings in which you ask the same questions every time and get the same answers. Either decide that your product or service isn’t right for this prospect and move on—or broaden your discovery to find a need behind the need. In this hospital case, the hidden need was a fear that because no outside vendors had audited their system they might be in violation of regulations that an outsider would spot right away.
More Posts