Now is a great time to improve your systems –  Reconnect with your Data base!

Building & Maintaining a client database can be a lot of work.
But, with a little effort, you can have a clean, organized CRM!!
When it’s done right, you can use the information within to grow
client relationships and scale your business.

Delete duplicate entries.
¨ Sort your list by name, and check for entries that look similar.
¨ Compare contact information to confirm whether these are duplicate entries or simply     people with similar names.
¨ Contact the client(s) and confirm their current contact info.
¨ Condense all the current info into single entries.
¨ Delete inactive, junk contacts and redundant entries from your list..

Data – ROI Tips
   Create a field in your CRM or database for “Last Contact Date.”
¨ Each time you’re in touch with a client, update this field.
¨ Sort your list by “Last Contact Date,” in reverse order, so you can see which clients are      due for a call.
¨ Make note of any actions you need to take. (Schedule it on your calendar).
¨ Track completed action -( Schedule on calendar next reach out date)

Organize
¨ Create three different tiers for your clients: A, B, and C.
¨ Make an A-list consisting of your valued clients, past and present.
¨ Make a B-List consisting of relevant leads, who have shown interest. ( Tip: make a              category for Internet – Leads Buyer/seller = for focused marketing)
¨ Make a C-List of your broader field of prospects.
¨ In the notes section, keep notes and move them up a tier, as the relationship grows.

Follow up – Update
¨ Update your database to reflect all actions taken, including transactions, calls and referrals.
¨ Fill in all fields for each client. (tip: NA for empty fields – easier to sort.)
¨ After each interaction, update any new information.
¨ Unable to reach your client? Try reaching out another way— try other social media sites once you get them, confirm their current phone number, email address, etc.
¨ If a client asks you to stop contacting them, be sure to remove them from your list immediately.

The magic sauce really is in the follow-up!

Keep in touch – Be a resource!