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Clean up your lists for 2013

12.24.2012 by Elizabeth // Leave a Comment

All those business cards you were going to get to? This is a great time to get them into a spreadsheet, add them to your CRM, get them signed up for your newsletter as promised, and make sure they’re in your system, not just in a box or a really nice neat pile. If you need a spreadsheet to get you started, just reply to this email and I’ll send you mine.

In an effort to not really write blog posts this month (sorry, December got busy out of nowhere!) My 3rd tip for December is to spend time cleaning up your lists. Get everything in it’s place. Clean that box of business cards off your desk. Get your lists organized and ready for 2013 so you can send newsletters, drip campaigns and follow up notes with ease!

Say Thank You

12.18.2012 by Elizabeth // Leave a Comment

In December’s Newsletter I gave you 3 great ideas to end 2012 strong. Last week I talked about Catching up with your Pipeline. This week, it’s always a good reminder to Say Thank You to the people in your life who are sending you clients, being great clients, were difficult clients and you’re thankful to have finished the project, or great friends and supporters.

You know that referral partner who sent you an AMAZING lead that became a great client? Did you thank her? The same is true for any partner who did work for you on a client. Shoot them a quick note, send a Christmas card (or Hanukkah or Festivus) or give him a call and say thank you.

Take 10 minutes this week (or do one a day) and send an email, write a note or pick up the phone and say thanks!

Catch up with Your Pipeline

12.12.2012 by Elizabeth // Leave a Comment

Last week in my newsletter I mentioned 3 things you can do to wrap up your business for the holiday season. The first suggestion I made was to catch up with your pipeline:

Yes, spend some time with your CRM or lead list, however you have it saved. Spend time making sure that you have followed up with everyone on that list. Assign yourself tasks and follow ups for January. Check back in with folks who said “maybe later this year” but you got busy and forgot. Make sure you’ve followed up.

Take some time when it gets quiet these next 3 week (or the first week of January if you have year end deadlines) and make sure you’ve crossed every t and dotted every i!