Recently I mentioned to several people that when I call a business, I document the time, date and name of the person I speak to. I have done this for so long I don’t remember how or why I started doing it, but when I was just talking about it the idea was well received so I thought I would pass it on.
Whether you’re on the phone with an insurance company, a doctor’s office or placing an order, it’s always good to document the exchange in case you ever need to refer to it again. With interactions becoming less personal, gathering the details has become even more important. Unless you are on a video call you won’t be able to put a face to a name but putting a name to a name sure helps us all feel less like a number.
