🚀crmgrow Best Practices🚀

In today's internet age, if a potential client doesn't hear from you in the morning or afternoon, they may assume you won't get back to them. Here are some tips to help you create a super-duper responsive system that complements your daily efforts in leveraging CRMGrow. 😄✨ Keep those clients happy and amazed!

Set Yourself Up to Respond Quickly

  • Set up desktop, text, and email notifications to inform you about specific actions contacts have taken through their interactions with crmgrow communications.

  • Sync your calendar and email.

  • Set up your smart number to enable texting.

  • Establish your business hours to prepare for automations and scheduled communications to be triggered during specific hours and days (make sure to follow your local and federal laws on contact).

  • Set up automations that will respond on your behalf based on media interaction.

  • Manually set tasks for specific reminders.

Anticipate Questions and Empower Your Contacts

Please note your first and last interactions, as they will be remembered by the client forever. Consider your target audience and what they might want to learn from you and your business expertise.

When setting up automations, try to see things from the recipient's point of view.

  • What are they searching for or asking?

  • Can you provide additional information to help guide them in joining you in agent attraction?

  • What are the common questions you currently receive that you can incorporate into a text or email response? Within an automation?

Don't assume your contacts are aware of all the facts. Take the initiative to provide your contacts with information that can assist them throughout their transaction journey with you. Also, make sure to explore different consumer programs and tips to share.

Nail Your Organization

Adding detailed notes can help you stay organized and remember important details.

Don't forget to include specific details by adding custom contact fields, tags, and notes. You can add these manually or via CSV import. Custom contact fields can be added for individual contacts or specific groups of contacts during import. You can use tags to categorize your contacts into specific groups further. Also, you can add notes to help you remember important events, names, and any other information you want to keep track of. 📝 ✨