Collection with purpose.
THE PRINCIPLE
Record what you will use.
WHAT TO RECORD FOR EVERY SALE
What was sold When To whom At what price Through which channel What it cost you
THAT LAST ONE
The most commonly omitted, and the one that makes profitability answerable.
WHAT TO RECORD FOR EVERY ENQUIRY
When From whom What they wanted How they found you What happened
THE SOURCE FIELD
The single most valuable field a small business can add.
It answers where business actually comes from.
WHAT TO RECORD FOR EVERY JOB
Quoted time and actual time Quoted cost and actual cost
WHY
It reveals which work is profitable.
WHAT NOT TO RECORD
Anything you will never use More personal data than you need
WHAT TO ADD GRADUALLY
One field at a time, where a question demands it.
WHAT NOT TO DO
Add twenty fields and abandon them.
