I worked in the commercial claims world for more years than I care to remember. One of the things I learned (a couple of times the hard way) during my time there was… if it’s not documented, it didn’t happen. And those experiences helped me form much better habits. One of the best habits was (and still is) contact relationship management. Here’s why that’s so important…
Contact relationship management is like a personal assistant for your brain.
No matter what your business is, don’t rely on your brain to remember things. Brains are too valuable to use as storage. They’re better designed for creative activities and problem solving. Not mere note taking. Ever said this, “Hmm…I better make a mental note of that.”
When you have any business interaction or complete an activity, you should document it. Remember, if it’s not documented, it’s like it didn’t happen. Something I like to do, after every note, is add an action plan. I put it in a section at the end to remind myself (or remind someone who helps me) what comes next. A quick example is *Note: Joe just emailed me his new phone number. And the action plan I add at the end is: *Be sure to update Joe’s new phone number in the CRM. Document all your business activities that way, and you won’t have to recall what took place OR what to do next.
In the RondaReady online business coach CRM system every contact has its own notes section. It’s also a great place to keep track of your contacts’ email history. The system includes a module to track jobs with a notes section for tracking and documenting each individual job. That’s what I call pumped up contact relationship management. And even handier than that…
It’s mobile ready complete with voice-to-text integration.
You won’t believe how easy that makes note taking. No reason to wait till you’re back at your desk! And It’s just one of the many ways I like to help you build your business better and…
When you’re really, really ready to get ready, get RondaReady
P.S. If you’re already a RondaReady Online Business Coach CRM System subscriber, I’d love to give you some of your money back. In fact, when you mention it to other business owners you know, or friends, or clients…and you’ll receive a commission for every single one who signs up for RondaReady. That is…when you’re an affiliate. It’s a great way to get back the money you paid for your own membership. And I’ve already set it up and made it super easy for you.
Click or tap HERE to find out more and sign up for free.