Organizing Your Database

As we’ve discussed in great detail here before, it’s invaluable to log your prospects and keep them in a database for further use. It’s one thing to expand your database of contacts; it’s another to have them organized.

Emailing your potential clients by the hundreds opens the risk of being marked as spam, deleted from contact and looking less personal. As brokers, most importantly as trusted advisers, our biggest asset is to develop a welcoming relationship with our clients. Organizing your contacts can do just that.

First know that this may be time consuming. However, the reward at the end will be worth it. The key to starting this is to develop five to 10 groups of contacts. For instance, you could make groups of prospective clients, past buyers, past exclusives, lawyers, friends and family. This allows you to tailor certain news and notes to specific demographics and interest groups.

Once you’ve performed the initial undertaking, assigning each new contact to a group will seem like a breeze. Using Microsoft Outlook or any other commonly used mail program will help facilitate the process and have you on your way to a detailed database.

Remember that these are tactics that anyone can use, but not everyone does. Stay ahead of the game by organizing your database. It not only will help grow your business but will make emailing much easier.

We’ll see you home.