I Have A File On You!

If you are a Friend, Lover, or Person Of Interest, I have a dossier on you.

I just sat down with a friend who came to me for business advice on how to earn more clients to take his already successful career as an independent, to the next level.   I asked him if he was keeping track of and taking detailed notes on the clients he already had.

I spent the next hour going over the importance of taking detailed notes of anyone you deem a POI (Person Of Interest).  Every phone will allow you to label and input the info on each category on the card in the picture.  It’s part of why I maintained a successful career as a Financial Professional, and then transferred that success to my current career as an Editor and Proofreader.

A POI can be, but isn’t limited to:

  • Clients
  • Mentors
  • Business Partners
  • Lovers

This is a Prospect Card. I used these in my career as a Financial Professional.

 A long time ago in a galaxy far, far away, people had to log detailed information into paper files, then alphabetize the files, the pull the filed to study before going to see the POI.

Now we can put it all on our phones!

Don’t be awkward!  When talking with people, don’t fish for info.  Do your best to remember what they said. When you finish the conversation, take out your phone, add them as a contact, then add the information you have. You could even leave yourself quick and detailed voice note to type in later or go straight to paper.

That’s How I Write.

As much as we would like to believe we will remember everything about everyone we meet because they are interesting, we have to admit to ourselves that human memory is the least effective method of data storage known to man.

Besides, if you are always meeting new people and expanding your social circle, you should be overflowing with new names and phone numbers to keep track of.

You need to combine this with the ability to have short, meaningful conversations that make people want to talk to you again as soon as possible!

When I meet potential clients for business again, or women who are interested in me for the second or third time, I always review what I knew about them from our first meeting.

The single most important piece of information to go back to is how we met! That Connector is important because his reputation takes a hit if I embarrass myself to someone he is responsible for introducing me to!

Past that, everyone loves to hear things like:

  • Did you ever get that stain out, from the party?
  • Last time I saw you, you had to step away to take an important call.  Did everything work out OK?
  • When we met at the (party/business meeting/get-together) you said something about (insert talking point you noted). I want to hear more about it, how did you get interested in it?
  • I remember you mentioned you were into (insert random hobby). I have a few friends I can introduce you to who have similar interests.
  • Last time we spoke, you said (insert talking point you noted) and I wanted to tell you, privately, why I disagree. I want to lay out my reasoning and listen to yours because I think we may be able to shed light on things for each other.

If you don’t have a wide, diverse group of friend and business acquaintances you should make it a priority to develop one! My ability to connect good/quality people to each other is one of my most valuable assets.

I knew I was doing a good job when people began to say things like “Wow, I can’t believe you remembered, thank you for asking!”

That’s when I seal the deal by giving them a hard, cold shot of truth and tell them: “You’re an interesting person! After we met for the first time, I noted the things you said because I knew I was going to make it a point to see you again and talk to you without distraction.”

Remember, everyone has an ego!

If what I wrote helps, send $5 in BitCoin to this address.

It’ll buy me coffee to fuel my mind while I write!





YusefWateef (at) Gmail (dot) com



  1. Tameka Presley

    Being a braider and maintaining a client list one tends to memorize details about each client so you know what their preference. Makes your life easier as well as theirs.


  2. Pingback: Half My Life. | Actionable Adventures!

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