Before I began this journey on the Road to Independence, I had compiled a notebook full of ideas, some good and some, well, not so good. Some ideas were original—at least as far as I could tell—while others were not.
One of the ideas I had was to create a client advisory board to provide feedback on issues pertaining to my business. The idea was to "pick their brains," to ask questions such as: 'What am I doing that they like? What am I doing that they'd like me to do differently? What am I not doing that I should be doing?'
An additional benefit would be the these clients to serve as a sounding board on specific initiatives I may have or ideas I've written in my notebook. It's good to be able to validate ideas to see if they're worth pursuing. Who better to solicit this information from than the recipients of my services?We have a tentative date scheduled for early May. We plan to host this at our "home" office, I mean our office in our home. We'll serve a light dinner in a cozy, comfortable environment. If it goes well, I plan to do this a couple of times a year.
CRM…Again
I thought this issue was settled, but when I got into the details of my customer relationship management (CRM) software, I realized that what I had originally was sufficient.
