Document It or It Didn’t Happen

One of the most important things anybody can do for their business is to document everything. Not only does this help you stay on track, but this can serve as an insurance policy in case anything goes wrong. Without proper documentation, you open yourself up to a sea of allegations and a chorus of “he said, she said” scenarios.

What:

It is CRUCIAL to document face-to-face meetings, conference calls, and voicemails.

How:

For every important verbal conversation, create a written document, email, or memo.
Include those who were a part of the conversation and a summary of what was discussed.
Be sure to include any decisions or solutions made!
Share your documents with your T/C and your client. Always keep a copy for yourself!

Don’t Forget:

Dates! Be sure to record a date or a time-stamp on any piece of email or document created. Without a verifiable date, any paperwork is useless.
Always, Always have your client sign all paperwork.
Set up email receipt notifications or signed proof-of-service to avoid any miscommunication.