Proactive and Purposeful Client Management

Synergistic Systems
By Kay L. Cross, MEd

Proactive and Purposeful Client Management
Develop systems to track, organize and manage clients and their data. For those of you reading these columns in order, you may feel overwhelmed at this point, thinking to yourself, “I have so many systems I need to create. How can I possibly get started?” Remember the feeling you had in school of never being “finished”? When you completed one project or paper, there was always another one waiting to be started. Creating systems is the same way. In the ongoing process of developing harmony in your life, there is a continuous ebb and flow. Take a deep breath, tackle one system at a time and realize that synergy is a journey, not a destination. Accomplishing everything we’ve covered in Synergistic Systems will take 6