The third parties we rely on — referrers, suppliers, agencies, solicitors — who owns each one, when we last spoke, what was discussed and what changed as a result. Log a contact in under a minute; the report and the Monday digest do the rest. Most overdue first.
| Third party | Owner | Keep in touch | Last contact | Next due |
|---|
What was logged in a period and by whom, what changed, and who is behind right now. Copy the summary straight into an email, or download the touchpoints.
| Owner | Owns | Touched | Behind now | Logged |
|---|
| Date | Third party | By | Discussed | Changes / actions | Follow-up |
|---|
Paste from Excel — columns in this order: Name, Type, Contact, Role, Email, Phone, Owner (email), Every (monthly / 14 days / quarterly), Why, Notes. A heading row is fine, and so is one name per line (a comma-separated list needs a heading row so names with commas stay whole). Owners are matched to portal users by address or name. Names already on the list are skipped.
The Monday digest goes to the addresses below at 08:30 UTC: who is behind, who is due this week, what was logged last week and by whom. Try it on yourself first.
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