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Expectation Manager (Personal Edition v1.0)

Expectation Manager is a platform that puts the focus back on the customer and the relationship.  Managing a personal relationship, and the expectations that go with it, are the keys to improving your success and results. Good relationships separate the valued strategic partners from everyone else. Expectation Manager provides the platform to take your relationships and results to the next level.


Use Expectation Manager to:

  • Improve your ability to set, manage and deliver on expectations
  • Manage Deliverables and other Client Expectations
  • Track and trend your client relationships
  • Perform root cause analysis


Our Customers include:

  • Sales Executives and Managers
  • Project Managers
  • Small Business Owners
  • Consultants and Freelancers
  • Contractors
  • Professionals like Lawyers, Doctors, and others


Key features:

  • Client Relationship Overview and Details
  • Alerts and Calendar integration
  • Integration with Contacts
  • Email Reports
  • Track Expectation and Delivery notes
  • Quick complete using swipe gesture
  • Trend line Report for All Clients or Individual Clients
  • Root Cause Report for All Clients or Individual Clients
  • List of open deliverables and expectations
  • List filters