How Do We Follow Up?

On December 28th, 2010, posted in: BIZ-TIP by 0 Comment

If you have just met me recently, you know how we follow up with new contacts. If we’ve know each other for a while, here is our system:

  • Business cards go to my Administrative Assistant who…
  • Puts them in my ACT database and our Constant Contact distribution list and…
  • Sends them my bio video so that they learn a little more about me and my firm.
  • Through Constant Contact they’ll receive our weekly Biz-Tip or eNews and…
  • Any special announcements or programs we are doing.

Our goal is to establish a relationship and keep in touch.

If you want a copy of our bio video, we will be happy to send it to you. Email a request to

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