PROTECT YOUR BUSINESS MEMORY
If it’s not written down, it didn’t happen.
What You’re Doing Today
You’re reinforcing the CRM as long-term memory.
STEP 1: Open Notes / Meetings Section
Inside your deal card or linked notes area.
STEP 2: Log One Interaction
It can be:
A past call
A showing note
A client question
Short is fine.
REQUIRED REPLY
Screenshot of the note
One sentence: “Logging this immediately prevents ______.”