Notes: The Most Undervalued Skill In Client Servicing
Every now and then I try and optimise my systems just as I do for my clients. Here are the five steps, on organising my notes, that worked for me.
Table of Contents
Working for multiple clients is great for your business because you have diversity and flexibility, but it can be challenging to keep things organised. You have to juggle multiple priorities and deliverables, and sometimes you've got to switch your focus from one client's projects to another — all while trying not to neglect any of them. I do this by taking notes, lots and lots of notes.
Here's how I made it work for me;
After using multiple tools over the years, I have finally settled on Notion for the past year now. I finally have one single place with all my notes and not multiple documents and folders in Google Drive.
You may go through multiple tools in finding the one that works for you. Make sure to carry over the knowledge from each of the tools. Why I chose Notion? Integrations; Visually Appealing; Can add all kinds of media; Simple.
I started with taking notes on everything. Every interaction with the client. Every research note, every question. I did not attempt to organise any notes initially.
My notes on the project, what's working, what's not; learnings.
If you do something long enough you start to find a pattern in it. I realised that in most cases I had the same kind of notes to take for each client.
⚡ Client Proposals
⚡ Statement of Work
⚡ Minutes of Meeting
⚡ Collateral shared by the client
Over time I had a list of items that worked for me to successfully complete any project. This became the foundation of an internal process map—a map of all the steps it takes to complete any project from start to finish.
I created a template that I now follow for each client.
You can use my template too, just duplicate it.
With every process, it is important to conduct regular audits where you look at every aspect of the way you work and trim out what doesn't work for you. Look out for things that waste time, or add no value
YES! Once I had a basic outline of everything it takes to get from point A (new project) to point Z (completed project), filling in the gaps became easy. There were no surprises or mistakes because everything was outlined in front of me—all I had to do was follow the roadmap.