Customers · 2 min read
A date you can miss should not be offered
A date you can miss should not be offered. This desk note is about a pickup or delivery date. It fits a business that still has one decision-maker.
Sequence
Do it in this order: offer a date you can keep if the day goes wrong. Stop when the next step needs a number you do not have. Inventing the number is not a step.
The habit to drop
The expensive habit is a best-case date said out loud. Replace it with a line on paper you can find next week.
The note is done when the date on the note is one you can meet. If a customer, a supplier, or a tax date is involved, use the real date, not a rounded one.
The "Customers" page stays practical only while it names an owner and a next action. A pickup or delivery date without a next action is a wish.
A desk note. It does not predict revenue, and it is not tax, legal, or accounting advice.