Prospective
Write for your next reading
A useful note answers a future question: what did we discuss, what did the person request and what did we decide? Avoid wording that makes sense only on the day you enter it. Give an identifiable subject and retain facts needed for the relationship. A few well-chosen lines are often enough.
Keep only useful information
Do not turn the record into a place where everything is copied. Personal details unrelated to follow-up do not help prepare a conversation. Keep a factual tone and clearly distinguish an observation, a request and a decision. Prepare a task when an action is expected.
In your working day
After a call, retain the client’s need and the agreed date for reconnecting. The note keeps the context; the task carries the next action.
Three steps to get started
- 01
Give the conversation a clear subject
- 02
Summarise useful facts and decisions
- 03
Separate the note from the next action
Your software, bought once.
A perpetual licence gives the right to keep using the purchased version without a time limit. Pay for the software once and keep your working habits. Your database stays on your PC or local network.