Guides

Practical guides for better client follow-through

Deep guidance for designing a lightweight reliable system around real commitments, ownership, checkpoints and history.

Build a small reliable system

Start with the unresolved outcome, the Person involved, whose turn it is and the next action. Add dates only when they clarify a real checkpoint or useful reminder.

Keep ownership separate from reminders

A nudge can help you revisit something that is still Waiting on Them without falsely making it Your Turn.

Preserve useful history

Record outcomes and close resolved loops so completed history helps you understand what happened without keeping everything active forever.