Day 3 · Clients and memory

Not one agreement lost

Memory is a consultant's main asset. Today Hermes takes client history and promises on herself, so you come to every conversation prepared.

07 Easy · Agreements · Value: same day

Promises do not get lost

Tell a client I will come back to this, and Hermes will not let it slip.

why

A broken promise costs more than poor work: it undermines trust. For a busy consultant promises drown in threads, and the client notices before you do.

how it looks

As you talk, tell the assistant what you promised, to whom and by when. She keeps the list of open commitments and reminds you early, not once the deadline has passed.

example on whatsapp
You Promised Sergio a quote by Friday.
Hermes Noted. I will remind you Thursday morning so there is time to put it together. If the quote is ready sooner, mark it and I will clear the reminder.
where to start

Name one open promise right now, then mark them as you go through the day.

08 Easy · Memory · Value: from week one

Client history within reach

One question and the whole engagement with that person is in front of you.

why

A client does not want to repeat what they already told you. When you remember the detail of their situation, the conversation goes deeper, and it feels like respect.

how it looks

Ask about a client and Hermes gathers a file: where you started, key decisions, what worked, open questions. She fills it in herself after every touch.

example on whatsapp
You Refresh what is going on with Northern Coffee.
Hermes You are in month four on logistics costs. You brought in a weekly report, supply failures dropped. Open: the owner wanted to discuss managers' incentives.
where to start

Request a file on any client and check what is missing, she remembers the addition.

09 Medium · Retention · Value: over time

A warm touch, on time

A client you have not spoken to in a while does not leave in silence.

why

Most of a consultant's income is repeat work and referrals. Without a system clients drop off your radar, and you find out when they are already with someone else.

how it looks

Hermes watches who has had no touch for a while and offers a reason to come back: not an empty how are you, but something tied to their situation. She drafts the message herself.

example on whatsapp
You Who have I not touched in a while?
Hermes Marina at ProTech, six weeks of silence. Last time she was launching hiring. A good reason to ask how it is going and offer a review of the first results. Sketch a message?
where to start

Once a week ask who you have not touched, and send one warm message.

The memory of your work starts today

Connect Hermes and she starts remembering from the first message. 14-day guarantee, and the server with your data stays yours.