People & relationships About 5 min
How to keep client notes you’ll actually use
A client shouldn’t have to tell you the same thing twice. A few useful notes can help you pick up the conversation where you left off.
Read the guideThe Roomto guides
A little less to
keep in your head.
Remember the person. Know the next step. Make time for the work. A few practical ideas to help you do all three.
Work & projects About 5 min
A simple way to track client work from start to finish
A new request arrives. You discuss the details. Then the messages pile up. Give the work one place to live before you lose track of the next step.
Read the guide
Calendar & appointments About 5 min
How to plan your week around your clients
A calendar full of meetings can still leave you wondering when the work will happen. Plan for the time around each appointment, too.
Read the guideA little room, on paper
Put your next step on the page.
Three free worksheets for the people you work with, the work you share and the week ahead. Fill them in, save them or print a fresh copy.
Take a closer look Free worksheet Fillable PDF · 1 page
Client notes
Keep the personal details, decisions and next steps together.
Download PDF Prefer plain text?
Take a closer look Free worksheet Fillable PDF · 1 page
Work brief
Agree on the outcome and give every project a clear next step.
Download PDF Prefer plain text?
Take a closer look Free worksheet Fillable PDF · 1 page
Weekly planner
Make room for appointments, preparation and your priorities.
Download PDF Prefer plain text?Room to unlock your full potential.
Your people and your work.
One place to pick up from.
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