Contact Management Information

Learning how to stay in contact with your clients is essential. Making a systematic approach is what we want to develope. I will show you a approach that can be used for the smallest budget. First is what information do we want.

Last Name______________First Name__________________Company____________

Birthday______________

Spouse Name_______________ Birthday_______________

Home Address________________State___________City_________Zip__________

Bus Address________________State___________City_________Zip__________

Home Phone______________________Bus Phone_______________________

Email___________________________Web Site___________________________

Put this information on 3x5 post cards so at the start of each month you can mail them and follow up three days later with a call. Use the back of the card for notes on the last conversation.