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Some people are amazing at memorizing things about the client in detail (processes, controls, preferences,etc.) for multiple clients! How do you do it?

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Take notes. Lots and lots of notes. Also know how you learn. Are you an auditory, kinesthetic, or visual learner (there are tests online if you don’t know)? When combining two of the three methods, it’s committed to memory faster.

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Agree with SM1. I’m a visual and auditory learner, so to remember stuff, I write and listen carefully to what’s being said.

My notebook looks like a colouring book because I highlight things 😂

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^when the client puts you on actuals^

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Hello,
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