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What's most important to do with your database of clients/prospects that must be done each day?
Contact leads by phone, letter, email?
Contact clients by phone, letter, email?
Set up reviews of existing clients?
Send out a newsletter to keep your name in their mind?
etc...
I try to think of anything that can be automated to a point and create a way to get that done with the CRM.
Good luck[/quo
Thanks Russ
What is the minimal info need when prospecting? age, smoker, major health issues? and
What's most important to do with your database of clients/prospects that must be done each day?
Contact leads by phone, letter, email?
Contact clients by phone, letter, email?
Set up reviews of existing clients?
Send out a newsletter to keep your name in their mind?
etc...
I try to think of anything that can be automated to a point and create a way to get that done with the CRM.
Good luck[/quo
Thanks Russ
What is the minimal info need when prospecting? age, smoker, major health issues? and
Ht,Wt and Budget