Leave a thirty second voice memo between meetings. Bridget files the key details, client preferences and action items, so no opportunity slips through the cracks.
“Just grabbed coffee with Marcus. Looking to expand his portfolio with an $850k budget. Needs a market evaluation on his current property first. Promised I would send him numbers by Thursday.”
Call Bridget right after a meeting. Speak naturally about who you met, what they need, and what you promised them.
Bridget pulls out budgets, personal notes and deadlines, and files them encrypted, under a key belonging to your account alone.
Check your web rolodex, or text Bridget anytime: who owes me a response? or what is Marcus' timeline?