Prospective
Separate relationship follow-up from specialist records
Professional coaching involves finding contacts, appointments and agreed practical arrangements. Prospective can bring these relationship details together. Choose the information needed for organisation and keep detailed professional records separately. A concise contact record makes it easier to reconnect.
Prepare upcoming conversations
Classify people and organisations according to your work, then keep useful dates and actions close to their records. A note can identify a practical arrangement to confirm or a conversation to prepare. Keeping the database on your computer lets you choose where information lives and who can access the PC.
In your working day
You are preparing a meeting with a business contact. Their record holds contact details, practical arrangements and the date of the latest conversation. Review these points before calling back.
Three steps to get started
- 01
Keep the details needed for the relationship
- 02
Plan appointments and practical actions
- 03
Limit notes to useful follow-up information
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.