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Our Most Valuable Asset is Our Client List

“It doesn’t matter how we capture the information. It’s what we do with it that matters”

In days gone by, business owners used alphabetically-arranged index boxes or cabinets filled with files that contained some standard business information about clients; phone number, address, job title and the product or service we supplied to the client. By far and away the most important information we captured was all about relationship building; spouses name, children’s names and ages, birthdays, what sports our client followed and their favourite teams, favourite drink or even how they liked their steak cooked, to name a few!

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