10 Minute Tidy Tip 38: Client Management

by shannon on May 7, 2012

Depending on the type of work you do, you may have multiple patients, clients, customers or consultants you work with at the same time. For simplicity, if I say client, I am referring to the people you are working with at any given time.

If you have multiple clients that you work with on any given day or week, how do you keep their information so that you can easily refer to their specific situation? Most times there is some type of client intake form, either online or on paper. A logical way to store these files could be: Current Clients, Past Clients, and Archive Clients. This type of system works for both electronic and paper versions. Then you want to follow an alphabetical filing system, either by first or last name.

If you have a huge client database, you are going to want to use a client management software program that allows you to track and follow up on your clients’ requests. Check out PlaybookIQ.com [http://PlaybookIQ.com], SugarCRM.com [http://SugarCRM.com], and landslide.com [http:// landslide.com]. You may want to ask other successful colleagues in your field what they use to keep up their client relations. Again, whether you work with clients, patients, customers, or consultants, choose the software program that suits your specific needs best.

For more 10 Minute Tidy tips, read Shannon’s books:

10 Minute Tidy: 108 Ways to Organize Your Office Quickly
10 Minute Tidy: 108 Ways to Organize Your Home Quickly


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