Follow Up Systems
Restored from the Empower Network archive (2011–2017), lightly edited to meet our current advertising standards. Views are the original author’s.
Follow Up Systems
You can talk to dozens and hundreds of prospective recruits – which is GREAT. But if you don’t have a solid follow up system, it does you no good whatsoever. Before you continue Watch THIS!
There are basically two different types of follow up systems: manual or electronic. The choice is up to you. Here a few quick suggestions for each.
MANUAL
- Card system – Use a simple index card system with an index box and dividers with the months and 1-31. Have a 2nd card system that is A-Z. When you talk to someone, fill out a card that has their name, address, phone number and email address. Put when you talked to them, what was said, and any other pertinent info (husband name, obstacles, etc). Put the date you plan to follow up. Put their name on the 1-31 card and place it in the appropriate month. File the card back alphabetically. This is in case they call you – you can grab the card without trying to find the date. When a date comes up, pull all the names that are on that date and call them.
- Binder System – You can use a similar system in binders instead of in card files.
ELECTRONIC
1. ACT – ACT is a very robust CRM system that will help you to track your leads, including birthdates, husbands, kids, follow up dates and more. All notes are in the system and you receive a reminder when you need to follow up.
2. SalesForce.com – Salesforce.com is an online platform that can be used in much the same way as ACT.
3. Outlook – While not quite as robust, outlook can be used as a follow up system and can load basic contact information as well.
Whatever you use, the most important thing is that you pick a system and use it consistently. If you tell a prospect you are going to call them, you had better call them. If not, you have lost all credibility. You may find they still go with the company…just with a different representative.