Prospects and Clients

Sharing your setup
#1

11.XX - Cleints
12.XX - Prospects

When I engage with a prospect - meaning they are talking to me telling me their needs - I make a txt file and put it a new folders.

If that prospect becomes a client then what?

Do I change the folder and add it to the bottom of my list of clients?

But that would break the chain of emails if I use the number etc right?
Then I guess I could just add the 12.XX to the top of the text file that is now 11.xx to remind myself that those numbers also exist.

Just thinking through this.

#2

For me, consistent numbering takes precedence. That’s why I don’t distinguish between potential and actual customers. For me, there are only customers (11.xx). If a potential customer does not become an actual customer, then he is archived. (Sorry for my bumpy English; I am German speaking).

#3

Can you explain how you archive something?

#4

Interesting.

I wonder if flipping the JD number to the end like I explain here might help? Then you just have one category for all of the clients and it doesn’t really matter if they’re a client or a prospect?

#5

I move the folder “11.xx” in the folder “Archive”.