Time to deepen our understanding of data management and identify the process for collecting data (P. 16)
We have three kinds of databases:
1. Initial: This is the Excel sheet you create from scratch in the beginning. A list of at least 200 names; Professionals and other relevant contacts.
2. Living: You are constantly adding to and enriching your initial Excel sheet. Every professional you encounter and communicate with, formally and informally will be added to this list. This is a list of any relevant person with whom you’ve ever connected, who is not your client, yet.
3. Client: A list of all the people who have already purchased anything from you (product or service). You will come up with the right offers and deals for this network and find ways to encourage them to feel and be a part of the Points of You® tribe.
Using a quality database
The most important first step to starting to market is creating a quality database. Even if you don’t market well, but you reach out systematically to your database, statistically you will succeed and grow, just based on numbers. A good initial database starts with a minimum of 200 potential clients. If you can have an initial 500- 1000 potential clients, you can be relaxed because your marketing work will be much easier than you can imagine.
4 key points to use your database successfully
• Precise – Make sure you collect the right contact people and correct info
• Personal – Find a significant detail about the potential client
• Documentation – Record and summarize your interactions
• Follow up – Make the best out of your list and sell easily Minimum Info (columns in your Excel sheet) Date, Name, Phone Number/Skype, Email, and Remarks We recommend that you also have any info that can support your sale by having a better understanding of the potential client and their needs: Website, Facebook/LinkedIn, Country, City, Client’s Key Words…
Lets get practical
Based on what you have learned so far and your personal experience, now it is the time to create you data base. Before you work on your database, We recommend to focus and be very specific about what you want to offer. Focus on one thing to start. Ask yourself these 3 questions:
What exactly do you want to offer your potential client?
What is the service? (Join L.1 Hello Points Workshop or L.2 Creative Practice Workshop) How can they benefit from connecting with you? What is the main marketing message that you want to deliver?
You can use the attached format as an example of how to manage your data in a simple and clear Excel sheet.
Create one for yourself according to the following topics: Segment, Lead source, First name, Last name, Email, Company, Position, Website, Skype ID, Phone, City, Country, Key phrase, Last action, Next action, Notes, Facebook, LinkedIn.
Manage your data
XLSX