Doug, to date, I keep things pretty simple, maybe too much so, hence I was also interested to see what got posted here.
In the past, I have written things out manually, then loaded appointments into my Outlook calendar.
Not good enough, as an urgent job comes in, and I do it instead.
This year, what I intend to do is write up an excel document (design myself??) outlining what I'm going to do and when, then maybe another showing each potential contact or campaign and then have numerous tabs across the top indicating costs, sales, quote, contract, one off work, etc etc.
I guess it will become a transitionary document in and of itself as I work through it over the year.
I'm also hoping to get my brother on board in his kitchen design business and make us have a meeting once a month to keep each other accountable.
John
