Building a Crib Sheet for Client Calls

I like to schedule all the time I spend on the phone with clients. That allows me to refresh the points to talk about and be properly prepared for the call. Being prepared like that is not possible when a new client call you out of the blue though, unless of course you build a crib sheet for client calls.

A few months back I tried out [NoteBook][note] by Circus Ponies and while I saw some potential I just wasn’t sold on it enough to buy it then. I actually fell back in to the routines during the demo period and didn’t really give it a fair shot.

This [article][art] about building a list of things to ask new clients got me seriously thinking about NoteBook again though. I could easily adapt the idea of the call crib sheet to a NoteBook template with the questions all ready in it.

Anyone else have a call crib sheet or a repeatable system for client projects? Care to share? If you blog about it and let me know I’ll link to it.

[note]: “NoteBook for Mac”
[art]: “When a New Client Calls You Don’t Freek Out”