Start with discovery. The entry pairs “Scope question” with “Next Tuesday”. That pairing is useful only when it is clear why the context supports the state. A contact list captures who a client is. It rarely captures the open question that should shape the next meeting.
Begin with the constraint
Write the client’s current objective and the next agreed action. Keep private personal detail out of the relationship record.
Example: Discovery
The illustrative record contains scope question. Its state is next tuesday. Ask what evidence supports that state, which detail is still uncertain and whether the next person could understand it without reading a separate message thread.
Questions for a working review
- Define the decision the reader needs to make. For discovery, use “Scope question” as the starting context.
- Find the source behind the example record. For discovery, use “Scope question” as the starting context.
- Write down the open question before choosing a state. For discovery, use “Scope question” as the starting context.
A small exercise
Take one recent client relationship planning example from your own process. Write its context without using a status label, then add the label separately. If the two contradict each other, investigate the source before updating the record. Compare the result with “Delivery” in the demonstration to see which distinctions your process needs.
These are planning notes. The specimen is illustrative, and the preview does not process live work.
More notes →