How to get the right new clients by tagging your database
My previous (CRM blog) explains how to choose the right Contact Record Management system to manage the prospect database, mailings, contacts and progress.
Once you’ve set it up and migrated your database of prospective clients you can ‘tag’ them with filters that enable you electronically categorise and contact specific groups. Examples could be: postcode; staff numbers; industry; net worth; cold lead; warm lead; hot lead; referral; opened your emails; etc.
Or ask me for recommendations…
It’s all about process. No selling involved, in fact that’s a turnoff. Once started you just keep going, and it gradually happens. But if you can’t wait for the next emails click here to get started now.
And we can also do this hands-on for you, if you wish...
We are the only AI Business Advisor®s. Our specialist technology enables owner managed accountants to provide practical advice affordably. Why? Because owner managed practices are the future for the £10bn pa small business advice market. Just grasp it…
With kind regards from
Duncan
Duncan Collins founded Runagood® to make practical solutions affordable for owner managers profitably for accountancy practices by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of directly and indirectly running, helping, buying, selling one million businesses large and small. Ask him anything, anytime for free here.