If you bill hourly and view being organized as a barrier to generating more billable hours, this session is not going to be for you. If you have more work than you can handle - it might be because you are not operating as efficiently as you could.
A couple reasons why you might want to keep better track of your client information:
Knowledge Loss: When consultants leave or change roles, client project history leaves with them.
Inefficiency and Redundancy: Without documentation, consultants repeat work and spend time relearning project details.
Missed Opportunities: Failing to track client data means missing out on repeat business or referrals. Even if a client doesn't repeat a project, having documented resources can help you with a new client with similar needs who asks "have you ever done this before?" or "how do other people do this".
Client Retention and Acquisition: Comprehensive records help maintain strong client relationships by ensuring continuity and demonstrating professionalism.
Efficiency: Lots of what we do is repetitive - why reinvent the wheel on each project?
Revenue Growth: Document once, use many times, and collect a fee multiple times.
I'm specifically looking to focus on the affordable tools I've been using for years. What works ( writing everything down ), what doesn't ( expecting the client to participate in this ) and the tools I use multiple times a day ( tracking support calls, accessing client VPN/login information).
See you soon!
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Wayne Schulz
wayne@s-consult.comSchulz Consulting
(860) 516-8990
CT
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