Day book

Image by Scays via FlickrThere can be no rep in the world who can remember all he is told buy clients, take notes, on everything, from the moment you step into the office, mentally take stock of everything you see, but once in front of the client, do not be afraid to pull out your day book and pencil, and make notes, it shows you are interested, it allows you to express detail in the way Architects and Technologist think, with drawings, It allows you to get his or her name right, if your given a card clip it to the page.

Never write down anything you would not want the client to see and read, save that for your cal reports on another system, more about that in another blog, but for the day book keep it clean and safe.

learn to write quickly, develop your own shorthand, date and time any comment you make. My own daybook is a ring binder, with loose pages, it allows me to take sections out and add them to another main day dinder, this prevents me leaving it anywhere and loosing valuable notes, it prevents others from reading notes and gaining client info, it always looks good to have a clean pad. In the main cover, I keep my cards, its just so easy to give out.

Develop a good hand style, and if drawing, make it look  like your an Architectural Technologist,

Should you use an iPad or other electronic tool, simple answer is, it's up to you, I am the first to use my iPad, but in front of a client, paper and pencil /pen just works so much easier, no wrong keys or hanging.