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KNOWLEDGE BASE

Practical questions to answer before you choose client software

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Client conversations

Client conversationsHow do I remember what I agreed with a client?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Client conversationsWhat is the easiest way to capture notes from client conversations?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Client conversationsHow can I capture a client conversation quickly while I am on the road?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Client conversationsHow can I make an important note from an old client conversation surface again later?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Client conversationsWhat client information should I actually keep after a conversation?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Client conversationsHow can I listen properly during a client conversation without taking notes at the same time?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Client conversationsHow do I quickly find what we discussed with a client last time?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Client conversationsHow do I keep client relationships personal as my contact list grows?

A good client conversation only keeps its value if you can quickly recover the important context and the next step when you need it.

Smarter work

Smarter workIs there an app where I can keep notes for each client?

The biggest time saving often comes from reducing context switching, not from typing faster. Capture information once and make sure it returns when you need it.

Smarter workHow can I keep client details, notes, tasks and appointments in one place?

The biggest time saving often comes from reducing context switching, not from typing faster. Capture information once and make sure it returns when you need it.

Smarter workHow can I spend less time on admin after client meetings?

The biggest time saving often comes from reducing context switching, not from typing faster. Capture information once and make sure it returns when you need it.

Smarter workHow do I stop client information being scattered across Outlook, spreadsheets, my phone and notes?

The biggest time saving often comes from reducing context switching, not from typing faster. Capture information once and make sure it returns when you need it.

Follow-up

Follow-upHow do I make sure I do not forget to follow up with a client?

Follow-up usually fails because the action becomes separated from the conversation that created it. Make the next step part of capturing the meeting, rather than relying

Follow-upHow do I follow up trade show and networking contacts quickly?

Follow-up usually fails because the action becomes separated from the conversation that created it. Make the next step part of capturing the meeting, rather than relying

Follow-upHow do I stop action points from client conversations being forgotten?

Follow-up usually fails because the action becomes separated from the conversation that created it. Make the next step part of capturing the meeting, rather than relying

CRM & contact management

CRM & contact managementDo I need a CRM as an independent consultant or freelancer?

Not every solo professional needs a full CRM. The right level of tooling depends on how many client interactions you manage, how much context you need to remember and whe

CRM & contact managementWhat is a simple CRM for a solo professional?

Not every solo professional needs a full CRM. The right level of tooling depends on how many client interactions you manage, how much context you need to remember and whe

CRM & contact managementWhat can I use instead of a CRM when spreadsheets and loose notes stop working?

Not every solo professional needs a full CRM. The right level of tooling depends on how many client interactions you manage, how much context you need to remember and whe

CRM & contact managementCan I keep track of client relationships without a full CRM system?

Not every solo professional needs a full CRM. The right level of tooling depends on how many client interactions you manage, how much context you need to remember and whe

CRM & contact managementWhy do people often stop keeping their CRM up to date?

Not every solo professional needs a full CRM. The right level of tooling depends on how many client interactions you manage, how much context you need to remember and whe

CRM & contact managementWhat is the difference between contact management and a CRM system?

Not every solo professional needs a full CRM. The right level of tooling depends on how many client interactions you manage, how much context you need to remember and whe

Contacts

ContactsIs there an app that scans business cards and saves the contact details?

Business contacts are easy to collect and easy to forget. A useful system captures not only a name and email address, but also why the person mattered and what you want t

ContactsHow do I get more value from a trade show without forgetting promising contacts?

Business contacts are easy to collect and easy to forget. A useful system captures not only a name and email address, but also why the person mattered and what you want t

ContactsHow do I remember who I met at a networking event and what we discussed?

Business contacts are easy to collect and easy to forget. A useful system captures not only a name and email address, but also why the person mattered and what you want t

ContactsCan I save a new company or contact from a photo of a company vehicle or trade show booth?

Business contacts are easy to collect and easy to forget. A useful system captures not only a name and email address, but also why the person mattered and what you want t

ContactsHow can I group business contacts without creating separate spreadsheets?

Business contacts are easy to collect and easy to forget. A useful system captures not only a name and email address, but also why the person mattered and what you want t

ContactsHow can I add a digital sticky note to a client, contact or meeting report?

Business contacts are easy to collect and easy to forget. A useful system captures not only a name and email address, but also why the person mattered and what you want t

ContactsHow do I mark contacts I want to use later for an event, Christmas card or other campaign?

Business contacts are easy to collect and easy to forget. A useful system captures not only a name and email address, but also why the person mattered and what you want t