Organising Your Enquiries, Clients And Contacts


How is your data stored currently?

As your business has been built over the years your data could be anything from neatly organised in spreadsheets to scattered all over the place looking like you printed it all out and launched it into the ceiling fan. Your job is to try and pull it all in into one place. How do you do it?

If your current situation means you maybe have clients over here, enquiries on sheets of paper, and the rest in your brain. Now is a good time to take some time to get it all in one place and know, going forward that it’s all organised. This is the hardest task. Everything else is easy in comparison.

Segmenting

I would recommend splitting your contacts up into 3 groups:

  • Enquiries
  • Clients
  • General Contacts

Doing it like this keeps it simple and in order. Typically you’ll keep your general contacts on your mobile phone, clients are often in a spreadsheet and enquiries will probably be in a separate spreadsheet or on bits of paper.

If you have a daunting number of contacts then split this job up into 3 different tasks and attack each segment one at a time. Use the same spreadsheet template for enquiries, clients and general contacts. This helps to standardise the data you have collected.

About Adam Hempenstall

Adam Hempenstall is the CEO and Founder of Better Proposals. He started his first web design business at 14 and has since written four books and built an international movement around sending better proposals. Having helped his customers win $500,000,000 in the last 12 months alone, he’s launched the first ever Proposal University where he shares best practices on writing and designing proposals. He co-runs a once-a-year festival called UltraMeet and is a massive FC Barcelona fan.
Categories: Business Design