Prospective
Recover context after a busy period
When projects follow one another, contact follow-up is easily pushed aside. Prospective helps keep relationship details at the time of the conversation. The need, expressed preferences and agreed next step stay together. Return to a prospect after a delivery without relying on an uncertain memory.
Keep projects and relationships distinct
Your production tool describes the work to deliver. The client database records who you work with and what has been discussed. Keep a relationship summary in the record, then plan a check-in when useful. This stays lightweight and makes it easier to reconnect with previous clients.
In your working day
A former client returns after several months. Find the record and notes from the previous collaboration, then prepare a conversation about the new need without repeating the entire introduction.
Three steps to get started
- 01
Distinguish prospects, clients and partners
- 02
Record context at the end of each conversation
- 03
Set aside time for pending relationships
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.