Larryf
Registered
I recently started a computer and networking business. In an effort to try and stay on top of it I read the GTD book. I have done the capture process and and set up a working physical filing system. The next step for me was to set up OneNote and Outlook. I purchased the reference material available in the store, then set up my notebooks using the guidelines. Create one notebook for Projects & Actions, and another for Reference, and the recommended sections. I have a couple of questions I could use some help with.
Thanks,
Larry
- A customer calls up, emails, or texts me, and I will ask them a standard set of questions about whatever issue they are having. Device, Operating System, description of problem, and so on. I set up an appointment with them. If it's a common problem I have a checklist that I will take to the appointment. If not, then I will research causes and solutions before the appointment. When I get to the appointment I use my checklist, take notes about what I did, other problems they need fixed and so on. Where do you put all this information? I Is the customer a project, an agenda item? Are my notes reference material? Should I create a separate notebook just for my customers? I am a little confused about how to make this flow work. Any suggestions?
- What to do with projects like "increase customer base". I have several things I am trying and tracking. I have other things I would like to try. I am not sure of the right way to lay this out as a project.
Thanks,
Larry