Making it Work..Step 3 - Talk About It

This could be the hardest part of our little project. Some of you  are going to do just fine - but many of you will struggle, perhaps even die. Survival of the fittest, my friends, survival of the fittest. You're going to have to communicate to all the right people what's expected of them. Yes, it's true. At some point technology just can't do it all, and we, the humans, must take action.

It is now time to gather the troops and talk about this new system.  Who's in? Who's out? What will be the magic word to be placed into the Subject line of the email? Will there be a syntax convention?  What other information will/can/should the call attendant gather? Can he or she include certain info that is useful to the recipient (is it a current client, a potential client)...etc. I think you get the picture. Although it's an incredibly minor adjustment to an already existing system - think about what you are doing.

It used to be that a caller's information was stuck in two places, on the pink note and on the carbon copy. Now, you have live data that can be searched and manipulated and at best, added to a permanent and shared contact database.