Top Producer® X CRM: Following up With Your Contacts

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Okay, so you know that consistent communication with core groups is key to achieve repeat business and referrals, but you’re busy. We get it! Coming up with a system that can help you reach out to just a few a day would help, right? That’s what we’ve done!

Each day we’ll give you 5 clients you should connect with and suggest actions based on your relationship. All the details are right in front of you, so follow-up is a snap, and when you’re done, just wrap it up and schedule the next touchpoint! If you try to follow up with just 5 a day, you’ll reap the benefits later!


What Does Follow-up Coach Do?

Each day our system selects 5 contacts in need of follow up and suggests them to you under the Follow-up tab on the Contacts page.

Take a few minutes each day to reach out to the these contacts and you’ll be surprised how much difference regular follow-up will make to your business.


How Does It Work?

  1. Go to Contacts > Follow-up to see your follow-up contacts.
  2. Click on the contact or the Follow up button to open the contact record.
  3. Call the customer, send them a text, email, market snapshot or schedule an task.
  4. Once done, click Mark Done.

  5. On the Wrap up popup, change the contact’s status, add notes, and schedule a follow-up as desired.
  6. Click Save Wrap Up to complete the wrap up.

How many contacts should I follow up on in a day?

As many as you’d like. We suggest at least 5 per day. Click Skip to skip any contacts you don’t want to contact. Click Refresh List to get new suggestions.

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