Mini CRM
by Meredithe · 15 things on Twos
- Here is a quick loom video on this process https://www.loom.com/share/5d3cb63c35554d7a968cc86943ea7118
- There are three phases to this CRM - Outreach process. The first phase is the re-engage phase.
- Use the contact name template to set up a new record. Be sure to add a psersonal detail to the record to use in the emails. Send an email using Template A.
- Template A
- Set Follow Up Date for 2-3 weeks later
- For this next step - send an email using Template B
- Template B
- Add the # re-invite tag
- Set Follow Up Date for 3-4 weeks later
- Send an invitation for a quick call or action using Template C
- Template C
- Add the # re-engage tag to add them back into the sequence and re-start the nurture.
Set Follow Up Date for 3-4 weeks later.
- Contact Name
- Jasper Blake
- Syed Ali