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A topic to discuss with a client

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  • A topic to discuss with a client

    I'd like to be reminded to discuss a topic with my client I don't see on a regular basis. What's the best context to use for that purpose?

  • #2
    I would use @client_id.

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    • #3
      Do you keep agendas? i.e. things to discuss with people the next time you see them. That would be a good place for that.

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      • #4
        Originally posted by Nikolaevnikolaev View Post
        I'd like to be reminded to discuss a topic with my client I don't see on a regular basis. What's the best context to use for that purpose?
        I'd either create a context for the specific client or create a reference folder where I collect all the notes/questions for that client and then my next action of for example "Call client C see list in folder X-Current" in the @phone business hours context

        I have typically use a "<client name> - Current" folder for active projects and ideas and a "<client name> - Archive" where I put all the old stuff in case I need to refer back to it.

        I don't have as many computer clients now as I used to, farming is full time now.

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        • #5
          thanks for the ideas!

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