Tips & Tricks Tuesday: Following up with people with a series of tasks
Keeping up with people can be difficult. It can seem like some people just have a knack for it, but Remember The Milk user darhull shares her secret: a series of tasks to keep up with business contacts. Leveraging Remember The Milk for email, she makes setting this up exceedingly simple!
I’m a social media manager and I like to do a thorough job of follow up with clients and prospects and Remember The Milk helps me get it done with ease. I use a combination of 5 things: CamCard business card scanner, email, phone calls, social media, and greeting cards (I use an automated system called “Send Out Cards” to make this easy and affordable and i have different card campaigns for different situations that automatically send out one personalized card every month).
When I meet a new client/prospect I scan their business card (rather than bringing it home).
When I get home I go to Gmail to my “Canned Responses” where I’ve saved the following:
Send an initial email to DarleneH (Ntwkg letter 1) ^today !1 #FollowUp
Put DarleneH in appropr. follow up card list ^today !2 #FollowUp
Put DarleneH in Christmas list ^today !3 #FollowUp
2.0 Connect to DarleneH on Twitter ^today+1 day !3 #FollowUp
[…]
2.0 Fifth Call to DarleneH ^today+12 months !3 #FollowUp
2.0 Put DarleneH into Holiday campaign ^today+12 months !3 #FollowUp
—
myusername+694510+import@rmilk.com
HotSpot
I just put in the appropriate name, click “send” (I have the correct RTM email and list name under the “—” so I don’t have to look them up) and voila! All the follow up for that person is beautifully scheduled and that person receives over 12 months of regular (at least once a month), multi-touch, multi-tool follow up from me.
Note where I have ^today+183 days and ^today+364 days - those items come the day before a follow up call or email so I’m prepared ahead of time. Those dates are 1 day short of 6 months and 1 year.
It blows them out of the water.
Thanks for sharing this tip, Darlene! You’re our Tips & Tricks Tuesday winner this week.
Do you have a suggestion for our weekly Tips & Tricks post? Got an interesting set-up or idea? Head over to the Tips & Tricks forum, add a new topic, and let us know how you use Remember The Milk. Each week we’ll give away a 1 year Pro account to the user whose idea inspires the Tips & Tricks Tuesday blog post for that week.
