Log meaningful contacts
Record calls, emails, meetings and portal messages that change the issue, promise, offer, deadline or next action.
Separate what was said from what was promised
A discussion is not the same as a commitment. Record the specific action and due date.
Link the source
Reference the email, message, letter or note that supports the contact entry.
Always set the next review
An unresolved contact should lead to a clear next date or action.
Practical plan
| Date | Channel/person | Purpose | Result | Promised action | Next review |
|---|---|---|---|---|---|
| 4 May | Email / support | Complaint | Acknowledged | Review within 5 days | 10 May |
| 10 May | Phone / case team | Status | Decision delayed | Response by 13 May | 14 May |
Synthetic example only.
Important limitation
A contact log records the history. It does not make an informal promise legally binding.
Continue the journey
Use the right tool for the next job
Common questions
