6 habits of dealmakers who never lose a thread
The dealmakers who never drop a thread are not more organized by nature. They just have a few habits that do the remembering for them.
1. Every deal has one written next step
Not a list of ideas. One step, one owner, one rough date. If there is no next step, the deal is stalled and they know it.
2. They file from the conversation, the same day
The moment a message turns into a real opportunity, it becomes a deal record, with the message attached.
3. They treat introductions as data
Names, emails, numbers and the introducer go into a contact record on the day the intro arrives. Here is a simple way to do it.
4. They reply on the other person’s network
They do not drag a seller onto email before the seller is ready. The deal moves on whichever app the counterparty prefers.
5. They review weekly from the desk, not the inbox
Thirty minutes a week, deal by deal, looking for what went quiet. Our weekly review guide.
6. Paperwork starts from records, not screenshots
When documents go out, the names and emails come from contact records, not retyped from a chat.