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Client records

Talenza blog articles tagged "Client records".

Cover with the Talenza icon, a blurred photo of a pro's desk, and the text "A pro's client base"

October 17, 2026

A pro's client base: what to keep, where to keep it and how not to lose it

What a pro should record about clients so it actually works: the minimum data, a notebook vs a spreadsheet vs an app, moving contacts over, and rules so the base doesn't go stale.

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