Client operations
How do I stop missed deadlines and forgotten follow-ups?
Give every commitment an owner, due date, and next action in a shared system. Use reminders before the due date and exception views for overdue items. Avoid storing commitments only inside meeting notes or email threads.
What to check
- Does every commitment have an owner and due date?
- Are reminders created before the deadline?
- Can overdue items be reviewed in one place?