Business was going quite well. I had made a lot of connections and prided myself on knowing my clients. As I spoke to one of my referrals for the second time I just knew I was going to get a new client. We started discussing children. “How’s Zack” I asked. From the awkward silence I sensed I had said something wrong.
“My daughters’ name is not Zack.”
From there the conversation went downhill. My business had experienced growing pains and I could no longer keep all the information about my potential clients in my head. The names were too similar or circumstances too parallel.
When I have a conversation with someone I like to document where we had the conversation and list any pertinent information that would help me serve them better. Usually the actions are longer term so I don’t have to act upon them right away.
When I’m on the phone I like to capture action items and place them in an organized place where I can find them. With separate notes I can see how many times I made contact with the potential client.
I called myself organized until I had to find the phone number of someone I was going to refer to one of my clients. I fumbled, flipping through pages and pages of notes but to my chagrin I could not find the information. Turns out I had written it on another notepad. I discovered the number two weeks later!
Career Coach Office offers CRM specifically built for coaches but can be used by any business. Keep track of notes and document the number of times you contact that potential client. List action items and keep the relationship flowing towards your business.
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