Double Duty: Make Your Documents Work Twice as Hard

Of course you read, “Bullet Proofing Your Practice Against Bad Clients.”

You didn’t?  Gasp! You need to read it to learn the process and discipline of contact management.  

The article that follows supplements the “good documentation policy” (named after me), I outlined in “Bullet Proofing.” 

I’ll trade you. I’m trying to get to 2,000 LinkedIn connections.

As I’m writing this, I’m at 1,768.  Send me an invitation to connect, and I’ll send my article.

In the invite, please mention “Bullet Proofing.” With my contact management process in place, naturally you follow the Law—every contact with a client or prospect produces an updated Note in the computer.

Preparing this note can take five or 10 minutes, depending on how extensive your conversation was.

In this short piece, I want to show you how to make your required documentation work overtime. 

If you subscribe to Copytalk (highly recommended), at the end of a meeting, with the client sitting right there, you dictate a message.

I must tell you, people find it very impressive. You will find it impressive because when the meeting is over, the documentation is over.

But if this is not your style, just as soon as possible after the meeting, you write a letter or email. You then copy the text of the message into your CRM.

Voila! You sent the client a message, and did your required documentation.

Here’s a sample letter:

Throckmorton Jones, MD

Roberta Plack, MD

Rhinoplasty Associates