Last week was a busy one for me. I had meetings with clients every day, a mountain of work to plough through in my home office, not to mention household chores, taking the children to their clubs, helping with homework and cooking dinner. So when Sunday came around and I had a look at my diary for this week I was pleased to see that it would be much quieter.
Monday morning my husband took the children to school and went food shopping so that I could get an earlier start on the now slightly smaller mountain of work that I was still working through. Cup of tea in hand, I sat at my desk and began preparing the accounts for one of my clients, and I got off to a great start.
At 9.45am I received a text from a different client asking if everything was OK because I was so late for our meeting.
I was mortified!
I am usually a very organised person, but that is not the result of a brilliant memory, or a perfectly organised lifestyle, oh no, that comes from writing down everything that I need to do because I know that I can’t remember it all.
Through my very busy week last week I had exchanged several emails with this client and we had arranged a 9am meeting, but I had forgotten to write it on my planner, which meant I then forgot about it entirely.
In my CRM (Customer Relationship Manager) there is a Task Manager and Calendar and I rely heavily on this to keep track of the tasks I need to perform for each of my clients. When I open the CRM it’s default view is the Task Manager list, showing me everything that is still on my to-do list. Each task is assigned to the relevant client so that I can see whose jobs are most urgent, or which ones have been outstanding the longest.
I can also look at tasks in a Calendar view, which is ideal when you have a very busy schedule and you can clearly see the tasks assigned to each day.
For each client, if I click onto their record I also can see a list of outstanding tasks and completed ones too, so I have a record of when jobs were completed, which can be invaluable if problems arise.
There are many task manager software to choose from, but one within your CRM keeps more information in one place, which is more efficient in the long run. You just have to remember to use it!
Jamie has spent many years working in administrative roles, she has also spent time as a stay at home mum and now loves the flexibility of working from her home office and being available for her family whenever they need her.