A few months ago, I was the client of another business person. At the close of our business, this person sent me a standard business letter (i.e., date, name/address, subject, salutation, body) with the intent of summing up the transaction. A quick review of this letter made obvious that the business person had opened a previous client’s letter with the intention of using it as a template, but had forgotten to change anything other than my name and address at the top; the information contained in the remainder of the letter was enough to piece together who that other client had been and the exact nature of their business transaction. This oversight/blunder poses a problem in three key areas: the audit trail of the project, client confidentiality, and professionalism. A minor process change could address and alleviate all three.
I was recently introduced to someone by a mutual contact who suggested that we meet at the new contact’s office because of the quality of his pour over.
I admit that although I love coffee and drink it daily, the pour over jargon was new to me. Luckily, Google was able to rescue me from my ignorance, and I realized that I not only hadn’t been left behind by coffee aficionados and some awesome coffee brewing technology, but that this is in fact how I make my coffee all of the time.