If you're new here, you may want to subscribe to my RSS feed. Thanks for visiting!

Use the MOST EFFICIENT tools for the task.

In our day and age of Blackberries, CRMS (ACT! or Top Producer, or Outlook), we have overlooked some key, easy and low tech tools. I’m talking about 3×5 (or, if you must, 4×6) cards. I recommend a 3×5 card whenever possible for managing–and working with–your urgent to-dos, your unconverted leads, and your future business areas.

In my business, we only have 5-10 great leads at any given time; we define a lead as someone that hasn’t yet made an affirmative decision to use our product or service. These are the most important folks to the immediate future of our business–from Realtors with a client in mind to other folks, there is nobody that matters more than new customers. So I put some information on the top 10/15 cards.

• Client Name
• Client Number
• Client .Address
• Spouse
• When I got the lead
• A list of dates for calling back.
• Any notes from the conversation.
• Last time I promised I’d call back.

So the options are: put them in a database and set the reminders, or have a card and carry it in your shirt or suit pocket. I recommend staying low tech because this will be ON your person at all times, and you will not have any excuse to NOT call your leads.

And of course, when you call, you gotta execute.