Prospective
Keep the context of the first discussion
A prospect is first a relationship to understand. Note why the person contacted you, what they are seeking and relevant constraints. Simple categories distinguish new contacts, ongoing conversations and relationships without an immediate next step. Adapt these reference points to your work.
Plan actions that match the conversation
The next action should follow the discussion: confirm information, arrange a meeting or reconnect at an agreed time. Avoid reminders without a precise purpose. In Prospective, record context and tasks help maintain a clear approach without requiring a complex sales process.
In your working day
Someone is interested in your work but wants to discuss it later. Keep the reason and agreed period. A task helps resume a relevant conversation at the right time.
Three steps to get started
- 01
Record the expressed need
- 02
Classify the relationship using a simple approach
- 03
Plan a next step matching what was agreed
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.