Consultant's Client Record Book

Résumé du livre

The Consultant's Client Record Book is a must have for independent contractors, consultants and advisors looking for a way to keep all of their notes and billable time in one handy, accessible format. All too often we struggle to find electronic notes, or a sticky note of what occurred during the last meeting we had with a client. This can result in underbilling clients, forgetting deliverables, or looking bad when a client references a previous meeting and we can't recall the information quickly. Having one record book per client means you keep all of your information in one place, and can easily grab it off the shelf for reference when a client calls, even if your computer is off. This 107-page book offers space to record 52 weeks of meetings, and 52 weeks of work that follows each meeting, a place to tally up your time easily and check off that an invoice was sent to the client. Within each meeting record space, is a place to record the meeting "to-do list" for both yourself and your client. This small notebook is easy to carry with you and can also be hole punched and placed in a larger binder. The front cover has a space for each client's name for easy reference. Grab one for each client and set a path for success for the next year.