Client and Prospect Database
Clients & Prospects
The first thing you'll notice are two lists of companies. On the left are your clients. They are the loyal ones who have done business with you in the past. On the right are your prospects. They haven't yet purchased from you, but your goal is to turn them into clients. The Database makes it easy for you to manage and stay on top of all these relationships.
Managing Relationships
Staying in touch is critical, so each of your clients and prospects should either be in the Cycle, or scheduled to be at a future date. Our built-in coaching will keep you on track. You'll see a bright green checkmark if they're currently in the Cycle, or the date they are scheduled to move into the Cycle. If you don't see either a checkmark or a date, you should send them to the Cycle immediately to stay in touch and make the most of your opportunites.
Staying in Touch
The Database allows you to select multiple clients and prospects and then take action, such as sending them to the Cycle, or sending them an email blast! It's never been easier to stay in touch!
