Here’s an information management rule you’ll always remember:
Name it whatever you’d look for when you’re drunk.
It sounds patently ridiculous, but when was the last time you went hunting for a file on something?
Imagine it was, I dunno, an insurance certificate.
Depending on your file structure (urgh) you probably went something like operations > management > insurance > certificates.
But then, you might have a whole lot of them in there. Some have dates, some do not. Some are copies of product disclosure statements but mislabelled. Some are receipts or invoices. A few years ago, you got smart and labelled everything correctly… but then somehow you moved to managing stuff from your phone and..
This is kind of where I ended up after exporting my notes from Evernote in order to move across to the (far superior) Obsidian.
My note naming structure was appalling. Going back through it makes me want to stab my former self in the dark when she’s least expecting it.
There are real challenges to handling the information (content, really) that drives your business. It begins with file-naming protocols and it ends in a slurpy message of sloshy files that spill out and drown everything, and make you wish you’d learned to swim.
My best recommendations are:
- use your file versioning and not dates on your filenames
- keep only active files in a visible place
- archive everything that you don’t handle on a monthly basis
- link your files together in a way that makes intuitive sense
- default to keywords rather than descriptors
In fact, my favourite method for handling information (right now anyway), is the P.A.R.A method by Tiago Forte. Slip it into your search engine of choice and you’ll find it.
And when all else fails, default to Drunk Brain for guidance.
Drunk Brain works on keywords. It doesn’t remember or care about descriptors: It works in crass, bulk terms because the world has far fewer nuances about it when you’re pyssed.
Here’s my method for applying this kind of thinking to your customer communications:
- Pare down your customer measures to loyalty benchmarks (you don’t need more than two)
- Interact regularly (a simple cheers is often enough)
- X-ray your client files to find their hidden gems (group them in keyword-style terms so remembering is easy)
- Institute an attitude of Love Before Policy (you never need to remember what to do, this way, let your instinct drive you)
- Enjoy every minute you spend in their company.
It’s not quite doing comms as if you were drunk, but nearly!
It’s take action time.
Discover your potential for driving loyalty through the roof by sending me a message at https://zipmessage.com/leticiamooney/ and we’ll get together and jam.
~ Leticia ‘the drunk mind is never logical and nor is your filing’ Mooney