The problem with DMs and notebooks
- Inquiries scattered across Instagram DMs, WhatsApp, and walk-ins are easy to lose track of — a promising lead goes cold simply because it slipped past a busy day.
- A paper notebook works until it doesn't: no search, no reminders, no way to see a client's full history at a glance.
What to track per client
- Contact details and how they found you — useful for both follow-ups and knowing what's actually bringing in business.
- Every project and session, not just the most recent one — repeat clients expect you to remember their story.
- Notes on preferences: numbing needs, pain tolerance, style taste — small details that make a big difference to the client experience.