Track what you promised
Keep the delivery date and scope changes close to the conversation where you agreed to them.
For founders
Keep a record of the decisions that shape your business
When you run the business yourself, decisions can disappear into calls and messages. Keep the agreement, the reasoning, and the next commitment together.
Run client work without losing the thread
Keep the reasoning
Record what you decided and why so you can revisit a commitment when plans change.
Prepare work for handover
Gather relevant tasks, decisions, and notes in a handover when someone else needs to pick up the work.
A client scenario
When a client changes the scope
Record the agreement
Save the change and the reason you agreed to it.
Schedule the follow-up
Add a task to send the revised scope by the agreed date.
Prepare the handover
Include the decision and open tasks when someone else takes over the project.