Posts Categorized: Contacts

How You Can Stay Safe on Zoom

Zoom is an easy to use video conferencing platform that has been an amazing resource for people all over the world to stay connected. It’s ease of use has allowed grandmothers to stay in touch with their grandchildren, artists to share their classes with their students and the otherwise tech averse individuals to remain connected with the people they love. Because of Zoom’s sudden fame they are getting hammered with rotten tomatoes. They are being

Create a Follow Up Rhythm

One of the most powerful things you can do to build a sustainable business and powerful network is to have a solid follow up system in place. There are several programs and strategies you can implement, some more complicated than others. Here are the basic steps you will go through to get your system set up. Establish your follow-up rhythm Gather your contacts Get everyone into your system The goal is to have a living

Connect to your people – Virtually!

Webinars, video chat, and “live” are everywhere and more and more they are an amazing resource for everyone. Have you tried it? This allows the world to be connected in a magical way. We have recently seen how resilient we are and how we have the resources to continue to stay connected. Video conferencing, Facetime, webchat, Zoom, whatever we call it has been an amazing resource. This is a technology that is accessible to almost

Export Your People to Safety

I tinker – a lot! I mess things up – a lot! It’s how I learn and why I know what I know. So, a while back I was messing with my CRM (Contact Relationship Manager) and linking it to synchronize with my google contacts and I managed to wipe out all my personal contacts. The good news is that I know what I did and why it happened (It was a setting) and I

Client Notes, GDPR, and Privacy

The world is abuzz with all the news and implementation of GDPR (General Data Protection Regulation). It’s important, it’s needed, and it is a bit scary, but it doesn’t need to be. There are a lot of very smart people out there with very good explanations about it and what you should do about it. Here is the regulation at the source:European Union GDPR The main thing it addresses is how we communicate with our

Do You Know Where Your Contacts Are?

Remember back in the day when you had to upgrade your phone and you “hoped” you were able to use your sim card to save the contacts? Well, now you can save all your contacts to “The Cloud” and simply have your phone access them. All your people information can be stored safely by the same email system you use every day and accessed by all your devices, including your phone, (and the new phone

Simple Contact Organizing Tips

Contact management is a bugger and will probably always be a bugger. With so many different services and devices linking to your contacts over the cloud you may find that important contact information is occasionally overwritten with outdated or mixed up information. Or you may find that your contacts occasionally duplicate. These are just a few things we need to deal with when working online. It’s still worth it, but oddities like these can be

Add Your New People to Your System

In the blog post “Export Your People to Safety” we talked about creating a CSV backup file for your contacts. Yay backup! Now what? Once you have your backup organized the way you want, you automatically have a copy of your contacts list in a format that other contact organizing platforms can understand. This “backup” file has just become a whole lot more useful. With it you will be able to upload your contacts to

What is the Best Method of Communicating?

Communicating the way our people prefer means we must become fluent in THEIR preferred method, not just our favorite. In person, over the phone, or over video chat; these are immediate forms of communication and are really the best way to make sure we are connecting with our people and that they understand us. The back and forth is quick and clear and fun, but sometimes “less ideal” communication is unfortunately needed to first get

Organize your Contacts for the New Year

What do you want for January? This time of year-whether we like it or not—new business always seems to slow down, while holiday preparations speed up. Our prospective clients tell us to “call them after the holidays,” and we tell our vendors and potential vendors to “call us after the holidays.” This got me thinking: What is everyone planning to do after the holidays? January is the perfect time to renew our business efforts and