This year I am going through my Top Producer and updating anything missing or delete contacts who I won't likely do business with any time soon.  One thing that does happen during this exercise is you get to relive each transaction and everything that happened during that time. It is almost like watching old training films in your mind only my personal perception surely distorts what really happened.

I keep noticing small things that I would have done or said different and it also gives me an opportunity to reach out to anyone that I feel needs a quick call. I think about ways things could have done better and what I may do different in the future. It does bring about a nice feeling of accomplishment looking at the contacts that were challenges and it all came together. On the other hand you still wonder why things went bad with an occasional client when you did everything possible.

My goal is to eventually not have to do this every year.