Customers
Remember preferences, questions, and the follow-up you promised.
Entrepreneurs
Keep customer and supplier details in one place.
When you handle sales, service, and day-to-day problems yourself, small details get spread everywhere. Tell your Dossier what happened. Ask for the detail when you need it again.
After a supplier call Saved
Ravi can deliver the blue boxes on the 18th. He needs the final count by Monday. I said I would confirm before lunch.
Your Dossier keeps
Person
Ravi handles the blue box order
Date
Delivery is planned for the 18th
Promise
Send the final count Monday morning
Monday morning
Confirm the final box count with Ravi before lunch.
How it helps
Useful when you are switching jobs all day.
Your Dossier keeps the details that are easy to lose between a customer problem and the next urgent task.
Suppliers
Save delivery dates, prices discussed, and who needs an answer.
Ideas
Keep a useful idea with the problem that caused it.
A simple routine
Brief it after. Ask before.
You do not need to clean up the note or put it in a folder.
After it happens
- Save the customer who needs a call next week.
- Say what the supplier promised.
- Brief the idea that came from a complaint.
Before you need it
- Ask what you promised a customer.
- Check the next supplier date.
- Find ideas connected to the same problem.
Questions
What this does and does not do.
Is this accounting or inventory software?
No. Keep those systems for numbers and stock. Your Dossier helps you remember conversations and follow-ups.
Will I have another system to maintain?
No. Brief it when something matters. Missing a few days does not break anything.
Save the detail while it is still fresh.
A short brief now can save a search through messages later.