Every day people in your network have opportunities that are
perfect for you. To get access to those
opportunities you need to be top of mind with your contact at the same time as
the opportunity is. Contastic provides
an easy way to stay top of mind with your contacts in three ways:
Keeping Track
On a daily basis I use Contastic before and after every
call. It combines my mail, contact
information, and notes all in one place.
The profile card gives me an at-a-glance view of the contact’s essential
information.
And the top of the data pane shows our recent email
conversations, interests, and my notes.
Notes are critical in quickly understanding what our last conversation
was about. As we chat I’ll add a couple
lines to the notes for each conversation to make it easy to pick up where we
left off.
Building
Relationships
On a weekly basis I try and spend some time nurturing new
relationships . If I’ve just met someone
at an event or through an introduction I tag them with a ‘developing’ tag. This creates a tab in Contastic that enables
me to review my list of ‘developing’ contacts at any time. This ensures I can
revisit them often to continue nurturing the fragile new relationship.
Contacts can be tagged with multiple tags (a friend may also
be a prospect). And these tags are an
easy way to manage your pipeline. I’ll
make sure to label prospects, leads, and customer accordingly. This way I know who to reach out to with
sales materials, project suggestions, and referral requests respectively.
Staying In Touch
On a monthly basis I’ll set aside an hour (yes – that’s all
it takes with Contastic) to go through all of my contacts who I haven’t
contacted in over 90 days (Contastic automatically creates a tab for them) to
reconnect.
I try and be brutally honest when reviewing these
connections to determine if they should be categorized (focus more on this
person!) or hidden (this person is not really relevant anymore). If a person is important and I haven’t
reached out I’ll find a reason to reconnect.
Usually the emails will give some clue as to a topic I can follow up
with my contact about.
If that doesn’t seem fruitful Contastic recommends a series
of articles based on your contact’s education, company, interests, and things
you have in common.
Often times these articles are great ways to keep up to date
on things your contacts care about as well as providing an engaging way to
rekindle the conversation. Once written
they can be quickly inserted into a template to be sent in seconds:
That’s how I get Contastic!
It is my daily CRM, my weekly lead nurturing tool, and my monthly means
of staying in touch with my entire network.
I’d love to hear more about how use get Contastic in the comments below.
