Prospective
Distinguish the organisation and its people
An assignment may involve several contacts with different roles. A record for each person helps keep the details and context relevant to them. Use company information and categories to find related contacts. Notes become more precise when they state who requested what and in which context.
Prepare conversations between assignments
A relationship extends beyond the assignment itself. Keep useful conclusions and topics to revisit when the time is right. Tasks help plan this follow-up without mixing past notes with future actions. The database becomes a reference point for preparing an informed conversation.
In your working day
A few months after an assignment, you prepare a check-in with your contact. Review the objectives discussed and previous decisions, then record new information after the meeting.
Three steps to get started
- 01
Identify each contact’s role
- 02
Keep decisions without copying the whole project file
- 03
Plan relevant opportunities to reconnect
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.