420 contacts, and he finally remembered what mattered to them
NC
Naveen Chidambaram
ℹ️
Illustrative example — a written scenario showing how the tool is used, not a real customer testimonial.
Before
Naveen’s business ran on relationships he could not keep track of. He forgot renewal dates, forgot which client had a daughter starting college, and mostly called people when he wanted something — which they could tell.
What they logged
- Every contact with tags — client, prospect, family, referral
- Every interaction: date, type, a one-line summary
- Important dates — birthdays, renewals, anniversaries
- Notes that were personal, not commercial
The moment it clicked
The important-dates view let him call people for reasons that had nothing to do with selling. Referrals roughly doubled inside a year, without a single cold call.
What changed
| Measure | Before | After 2 years | |
|---|---|---|---|
| Contacts with real notes | about 40, in his head | → | 420 |
| Renewals missed / year | 11–14 | → | 0 |
| Referrals / year | 9 | → | 23 |
How they keep track now
A Monday look at this week’s important dates, and a monthly check for anyone he has not spoken to in ninety days.
“People do not remember what you sold them. They remember that you remembered their daughter’s exam.” — Naveen Chidambaram, Chennai
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