Winning Clients in a Wired World - Front Cover








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“This book is an excellent foundation for readers who want to improve their ability to organize and find critical information when they need it. The multiple shortcuts, web references and hints it provides are also very helpful in getting people up to speed faster.”
—John Sestina, President, The Sestina Network
Author of Fee-Only Financial Planning

Suggested Journal Uses

Chapter 1, Keep What's Critical at Your Fingertips (read an excerpt), suggests six must-have sections to include in your knowledge journal. Here's a list of additional sections worth considering:

  • Articles you've written
  • Best practices you've developed
  • Book summaries
  • Business plan content
  • Career management strategies
  • CE study guides
  • Checklists
  • Competitor intelligence
  • Computer instructions
  • Conference/meeting notes
  • Daily diary entries
  • Drafts of articles you're writing
  • Driving directions
  • Factoids
  • Famous quotes
  • Folder contents
  • Frequently used text
  • Goals and objectives
  • Job descriptions
  • Ideal client profile
  • Job search information
  • Letter templates
  • Lists of useful web sites
  • Links to other files on your hard drive
  • Marketing calendar/schedule
  • Meeting agendas
  • Mission and values
  • Newsletter ideas
  • Office procedures
  • Performance review material
  • Personal anecdotes
  • Proposal content
  • Q & A scripts
  • Sales ideas
  • Scratch pad
  • Software/hardware inventory
  • Statistics
  • Status reports
  • Swipe file
  • Target market information
  • To do list
  • Work flow sequences