A review of follow-up should explain the transition to “Next month”, rather than treating the label as self-explanatory. A contact list captures who a client is. It rarely captures the open question that should shape the next meeting. Write the client’s current objective and the next agreed action. Keep private personal detail out of the relationship record.
Review the next move
Cava is a client-relationship notebook for independent consultants preparing thoughtful follow-ups and useful next conversations.
Example: Follow-up
The illustrative record contains outcome check. Its state is next month. 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
- Compare the proposed next step with the original objective. For follow-up, use “Outcome check” as the starting context.
- Review the assumption that would change the outcome. For follow-up, use “Outcome check” as the starting context.
- Leave a dated explanation for the next person. For follow-up, use “Outcome check” 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 “Discovery” 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 →