Surgical record keeping... How disciplined are you at recording client conversations?

"We are what we repeatedly do.  Excellence then is not an act, but a habit."

Aristotle.

At the end of a 4 hour operation, a surgeon will put down their instruments and take off their gloves.

Dying to go to the loo or have a cup of tea, what's the first thing they do?  Walk to the operating theatre desk, pick up the patients notes and start documenting the operation.

They know the importance of making records while things are still fresh in their minds.  They build a habit, and stick to it.

BIG PICTURE

How disciplined are you in keeping records of client conversations?  What habits need working on to help you capture the important stuff?

details.

Today, build a record keeping habit.  If you aren't recording client conversations - start.  30 seconds after calls, jotting down highlights on paper.  Daily entries into the computer.  Even sending summary follow-up emails to clients.

Decide what works for you, but kickstart a habit - dont let important information clients share with you evaporate into thin air!

Have a MIGHTY sales day!

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