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I usually remember the details. I know my customers pretty well.

I'll check my emails, notes and wherever I last saved the information.

I'll open their customer record and check the history.

I'll pull the information together from the tools we use.

I've got a tool or workflow that helps move it to the right place.

It goes through our usual process, with someone responsible for the next step.

I'll add it to our list of enquiries so we can keep track.

I'll get in touch personally and take it from there.

We check their notes and shared files to piece things together.

We use the tools and workarounds they've set up to keep things moving.

Someone who knows their customers steps in and looks after them.

We've got clear handovers and shared information to work from.

We have a straightforward handover process so nothing gets missed.

I'll introduce everyone and talk them through what the customer needs.

I'll make sure the relevant systems and information are connected.

I'll pull together the emails, notes and documents they'll need.

Ooh, interesting! Let's explore what it can do and give it a try.

Could we get more out of the spreadsheets and information we've already got?

What problem are we trying to solve, and how will we know it's worked?

Let's speak to the team and find out what would actually help them.

I'll speak to the team. I've usually got a pretty good feel for how things are going.

I'll check our regular reports and dashboards against our targets.

I'll bring together our spreadsheets and tracking documents.

I'll combine data from our different systems to get the full picture.

I'll share our notes, examples and the documents they'll need.

They'll shadow someone experienced and learn how we do things.

I'll show them the apps, shortcuts and tools that make life easier.

We'll work through a clear onboarding process with guidance and training.

I'll record the next action and make sure it's assigned.

I'll use reminders or automation to keep things moving.

I tend to remember the people I've spoken to and when to check in.

I'll add them to my follow-up list and tick them off when it's done.

I'll speak to them personally and work out how to put things right.

I'll look at the systems involved and see where the problem started.