I am in the early stages of starting a small business with a partner, who is probably more technically skilled than I but less skilled business-wise. I wanted to implement some system whereby I would report to him on my meetings with potential clients etc so he could start to get a better understanding of how that operates. So, I would prepare some document that contains information about what was discussed, how I plan to follow up, and links to any emails I plan to send so he could take a look at them and give his input. I am not super ultra familiar with CRM systems, I guess they might do what I need, but I feel that at this point they are overspecified and besides we don't have the money. Is there a formal format/system for this stuff I could implement, say with google docs?
It might be worth investing the time/effort/money now to set up the CRM system you ultimately want to use - this will save having to transition from a less than ideal solution later on. Often we start with an imperfect system and say we will come back when we "have more time later", but it keeps getting put off due to mounting responsibilities. Then when you finally have to bite the bullet and change systems it can be painful and very confusing - better to be set up right the first time (I assume that cost is not the limiting factor in this case).
I wanted to implement some system whereby I would report to him on my meetings with potential clients etc so he could start to get a better understanding of how that operates.
In a two-person company, it might make more sense to have your partner attend the meetings with you.
You can concentrate on the business aspects while he concentrates on the more technical aspects - while you are talking with potential clients.
That way, he learns more about the business end, you learn more about the technical end, and the clients get the best of both.