Client log

You need this if…

• Someone asks where a project stands and you scroll through a month of email to find out.
• Your client spreadsheet was last updated in March.
• You promised a client something on a call and it lives only in your head.

01What it reads

• Email
• Meeting transcripts
• Notes
• Contacts
• Calendar

02What you get

A current list of every client with where things stand, when you last spoke, and what’s due next.

03What stays with you

It keeps the log on your Mac and won’t write to a client or change a record in another tool without asking first.

04How you ask

“Where are we with each client?”

Try it today.

Paste this into ChatGPT, Claude or Gemini, then add your own material where it says so. Take out card numbers, passwords and anything private about other people first.

I'm going to paste recent emails and meeting notes about my clients. Please build a simple client log as a table with these columns: client, what we're working on, status, last contact date, what I owe them, what they owe me, and next step.

If something is unclear or conflicting, mark it with a question for me instead of guessing. Then list any client I haven't been in touch with for more than three weeks.

[Paste emails and notes here, with any account numbers removed]

When it runs on its own.

Once it’s set up, it reads your email and call notes and keeps the log current on its own. Ask about any client and you get the latest in a few lines.

That’s what Second Nature is: this job and 9 to 11 more like it, set up on your own computer around how you work, with me.