Articles for service business owners


Tips For Keeping Your Contacts Organised

27th June 2012

Following on from our new YouTradeBase tour yesterday, we’re giving you some tips on how to easily keep on top of your contacts list.

With bits of paper flying about the inside of your van every time you open the window, and dropping yet another mobile from the scaffold, it’s easy to loose someone’s contact details. But by following our few simple tips you can keep track of all your contacts.

Mobile phones are not to be trusted

Not when your 16th mobile this year falls out of your pocket and spectacularly smashes to pieces on the ground.

Keep a plastic sleeve at the front of your van and whenever you get a new contact’s details scribble it down on a scrap of paper, (or even that off cut of plasterboard) and chuck it in there as well. Then next time your phone decides to place itself between the floor and your boot, you don’t loose all your contacts.

A little black book

If you don’t like the idea of a plastic sleeve in the front of your van, buy a small contact book that’s small enough to fit in your pocket. That way anywhere you go it’s always with you, plus it keeps all your contacts in one place.

Always have a pencil or pen to hand

The pencil was made to sit behind your ear for good reason. You never know when an opportunity might come up for a new customer or contact and you’re scrambling round trying to find a pencil or a piece of timber to scratch the number into.

Make time

The more and more you use YourTradebase, the more you will be used to just transferring your contacts to there. But in the beginning set aside time to make sure you add them to your YourTradebase contact list. Ten minutes just once a week will be enough time to do this, and once it’s done, it’s done!

You can even update your contacts on site if your phone isn’t lost or broken. It’s quick and easy to do, so you can be sure, even if your phone is lost by the end of the day, you still have the numbers stored.

Also get in the habit of adding any contact before or after you create a quote or invoice; as you never know, these contacts could also be receiving an invoice from you soon.

About the author

Co-founder and CEO of Helping organise service businesses and their paperwork.

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