Prospective
Context makes conversations useful
In a service business, two clients asking for similar work may have very different expectations. Keep the details that explain their situation: contacts, practical constraints, decisions and stated preferences. A Prospective record becomes the starting point before calling a client back or preparing an appointment.
Connect each service to the longer relationship
A service ends, but the relationship can continue. Record a factual summary and the next relevant opportunity to reconnect. Tasks help organise these next steps without turning each record into an endless list. The software focuses on clients and follow-up while your specialist tools keep their role.
In your working day
After a service visit, you identify two points to discuss with the client. Note them in the history and plan a conversation. At the next meeting, you can review expectations and the outcome of the previous service.
Three steps to get started
- 01
Describe the need in the client’s own words
- 02
Keep decisions made together
- 03
Prepare the next conversation
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.