Prospective
Know the people behind the projects
An agency project often involves several people on the client side. It helps to distinguish their roles and relevant conversations. Prospective keeps this relationship memory alongside contact details. The team can prepare a meeting with each person’s context, even when production documents are managed elsewhere.
Make handovers easier in a small team
After a conversation, record decisions affecting the relationship and the next expected action. A shared local database makes it easier to pick up information across authorised PCs. Keep an arrangement that fits the agency without turning the client database into a tool for managing every project.
In your working day
A colleague prepares a meeting you will not attend. Notes in the record recall the contacts, points discussed and agreed next step. Your colleague can add to this context after the meeting.
Three steps to get started
- 01
Identify the contacts at each company
- 02
Keep decisions useful to the relationship
- 03
Prepare handovers before absences
Your software, bought once.
A tool you buy for your work, with a price known from the start. Using the purchased version does not create new payments over time. Your client database remains available in your compatible Windows environment.