Tag Archives: business
Do you feel like you drop the ball on customer follow up? Would you like to keep in touch with your inactive customers? What about contacting prospective clients on a regular basis? Do you have a follow up plan with the business contacts you make while networking? This article will show you tried and true methods to get organized and stay in touch with your clients.
The most important key to customer follow-up is keeping all of your contacts organized within some type of database. Computer programs ACT, Outlook or Entourage can organize and prioritize your client names. If you don’t have a contact management program, you can also use your email database or create a spreadsheet in Excel.
Whatever method you choose, it pays to make the right data base choice in the beginning. Choose a contact management system that will grow with your company, morph with different tasks and upgrade with improved technology. Researching and implementing the right system from the beginning will pay off in spades in the long term.
Once your contacts are saved into one database, you can begin to create your company follow-through protocol. For this task, you will need to set up a calendar reminder system.
If you use a smartphone or PDA, your reminders can be programmed into your schedule. ACT, Outlook and Entourage provide quick reminders in your daily schedule and provide am auto dial option from your computer. You can be alerted every day when a client should be called or a follow up appointment scheduled. A huge benefit of these programs is the ability to schedule all of your follow up calls and letters when you input the new contact name. There is also new technology available that allows you to download your tasks and client info into your cell phone.
The software from your email database or an Excel spreadsheet will also work but it is more difficult to link directly to a reminder calendar. To use this system, store each name into a group. For instance, group your weekly calls, monthly calls etc. into subfolders. This method definitely requires more time and personal organizational skills. You will need to print this list regularly, make hand-written notes and refer to it as you make calls.
If you don’t use computers, you can rely on paper methods for follow-up. As you meet a new contact or gather a referral, record it onto a master list. Make sure each name has ample space to the right of it for checkmarks to record each completed task.
While you are recording the new contact info, address several envelopes to that person and note on each envelope when it should be mailed. Additionally, mark your schedule for the follow-up calls. At the appointed time, mail a follow-up letter to the recipient. As you make follow-up phone calls and send letters, keep track by adding a checkmark and date beside the name.
Pre-printed postcards are a very cost-effective way to keep in touch with customers and prospects. Mail these on a regularly basis.
The best follow-up occurs when it is scheduled into recurring time slots within your workweek. This might sound basic, but calls fall through the cracks as we get caught up in the “busyness” of our business. When you block the same hour every day for customer follow-up, it will become a habit and you will more likely attend to the important task of generating good customer service, referrals and client rapport.
Kathi is a Professional Organizer, image Consultant based in San Diego California.
Please submit your questions to: email@example.com
San Diego Professional Organizer
My business partners make fun of my crazy ties with wild patterns like
Bob V. Carlsbad
There is a reason that these types of ties are called novelty ties. They are not to be taken seriously and in my opinion should not be given or worn. I’m glad to hear that you are ready to reform. Power ties are easy to buy. Start your search looking for solid colors. Red is the penultimate power tie color. Gold is the second runner up. Focus your attention on finding ties with discreet patterns and a subtle sheen. Please refrain from wearing shiny ties with large patterns or images. Power is subtle and understated. The strength of a power tie is reflected in it’s refined patterning. Pinstripes are a bit more difficult. Focus on solid colors (preferably red, gold, yellow or silver) and you will be on the right track.
Kathi is a professional organizer, image consultant and event planner based in San Diego California.
Please submit your questions to: firstname.lastname@example.org
KICK OFF THE YOUNG ENTREPRENEURS PROJECT WITH TIPS ON “HOW TO MASTER YOUR MUCK” FOR SUCCESS FROM LOCAL AUTHOR, KATHI BURNS
Small Business Development Center North San Diego County 760-795-8740
For Immediate Release through September 30, 2010:
For More Information: Lynn Pittman 619-542-1898 Cell 619-316-6879 or email@example.com
MiraCosta College SBDC’s Young Entrepreneurs Project (YEP) Gives Students Real Experience and Information On How To Start And Manage A Company
San Diego, CA – On Thursday, September 30, 2010 join local author, entrepreneur and founder of addSpace To Your Life, Kathi Burns, at the Oceanside Barnes and Noble, 2615 Vista Way Oceanside, CA 92054 from 6-8 p.m. for the Fundraiser and Kick-Off Event of MiraCosta College Small Business Development Center’s (SBDC) Fall 2010 Young Entrepreneurs Project or YEP. Admission is Free and families are encouraged to attend.
YEP teaches high school and college students how to start and manage a business promoting entrepreneurship as a career. There is a business plan competition with the opportunity for participants to win $1,000 to start a business. “Barnes and Noble created The YEP Entrepreneur Author Series and Book Fair fundraiser to kick off the third year of MiraCosta College SBDC’s Young Entrepreneurs Project to promote entrepreneurship, reading, and to help secure funding and prize money for YEP,” explains Joseph Molina, MiraCosta College SBDC’s YEP Coordinator.
Kathi Burns has been featured regularly in Better Homes and Gardens and on local, regional and national media. She will share tips with the audience on how to get organized and save time so they can live their purpose by doing what they love in life. This is a great presentation for all ages. Kathi will sign copies of her newest book How to Master Your Muck. Barnes and Noble will donate 20% of all purchases to help fund the MiraCosta College Small Business Development Center’s YEP program. For information concerning the September 30th YEP fundraiser and program visit http://www.yepsbdc.info/index.html. YEP is open to all students and free to join. Shoppers can provide Book Fair ID 10257871 at the Barnes and Noble Oceanside location or at http://www.barnesandnoble.com/bookfairs/ to support YEP from 09/30/10 to 10/05/10 20% of their purchases will be donated to YEP. Find out more about syndicated columnist, professional organizer, image consultant and spokesperson Kathi Burns at www.addSpaceToYourLife.com.
“Small businesses are the backbone of our nation and we are dedicated to encouraging and giving students the knowledge and confidence to choose entrepreneurship as a career. The creativity and hard work demonstrated by past YEP participants is inspiring. As we enter the third year of the MiraCosta College SBDC’s YEP program, it continues to grow thanks to partnerships with local businesses, organizations and schools. YEP is featured in high school, college and university business programs. We created the YEP Entrepreneur Author Series with Barnes and Noble to promote local authors and entrepreneurship as a career. We are excited to have Kathi Burn open the series,” explains Molina.
“I am a self confessed serial entrepreneur who is committed to helping others achieve the “American Dream” of owning their own business,” declares Kathi Burns. “There is nothing like having your own company. It’s better than chocolate! Many of my clients are entrepreneurs looking for office organization, time management and image consulting to help them achieve their dreams. I also work with a lot of families in organizing systems, workspaces and schedules so they can spend more time together. My newest book, How to Master Your Muck, provides easy solutions to help everyone get organized, update their image and manage their time,” says Kathi. “I am excited to be a part of the YEP Kick-Off Event,” Kathi continues, “ Everyone has muck. Muck could be a cluttered desk or mind, an unorganized filing system, an over-active in box, an outdated image or unrealistic calendar.”
The YEP curriculum is online and supported through the MiraCosta College SBDC and Business Department as well as California Virtual Enterprise. “High school students gain team building skills, confidence and practical experience that will not only help them run and operate a business, but any endeavor,” says James Hayes, YEP Coordinator and Virtual Enterprise (VE) Instructor for the Vista Unified School District. VE is a course in which students set up and run a simulated business in order to prepare them for working in a real business environment and the course is articulated with MiraCosta College. With the guidance of a teacher and real-world business partners, the students determine the nature of their business, its products and services, its management and structure, and engage in the daily operations of running a business. Upon the completion of YEP, students will know exactly how to start and run a business.
About the Young Entrepreneurs Project (YEP) -YEP is sponsored by MiraCosta College Small Business Development Center. The SBDC provides no cost consulting services and no or low cost workshops to existing businesses and entrepreneurs. Since 1999 the SBDC, located at 1823 Mission Ave in Oceanside, CA, has assisted over 13,000 business people establish 223 new businesses, create 1,000 new jobs, add $64.5 million in sales, retain 600 jobs and secure more than $23 million in loans. For more information about the SBDC North San Diego County, visit www.sandiegosmallbiz.com.
The SBDC is hosted by MiraCosta College and funded in part through a cooperative agreement with the U.S. Small
Business Administration (SBA) and by the California Community Colleges Economic & Workforce Development Program (EWD) and extended to the public on a non-discriminatory basis. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA or the Chancellor’s Office of California Community Colleges.
1. Learn to say NO
“Life is a journey, but it is not a race. Do yourself a favor and slow down.” Richard Swenson, MD
I have several events directly after work that I need to dress up for. My work dress code is very conservative. What can I do to look festive without bringing an entire second outfit to work for these events?
Marcie, San Marcos
Going directly from the office to an evening function is a breeze with the proper accessories. Apply more blush and a deeper lip color to transition into evening activities.
WGN is the the Women’s Global Network is an International business network for successful women. When I recently attended the local San Diego Chapter meeting, I met several (more…)
1. Don’t let your workspace become a ‘catch all’ for junk or non-work related items. Keep your desktop clutter free, and make family members do the same.
2. Don’t allow yourself to become distracted by television or computer games during working hours. Set a schedule and stick to it.
3. Don’t answer the phone every time it rings. Buy a caller ID device and screen each call; this will allow you to see which are really important. You can chat with friends after your work is done for the day.
4. Don’t eat messy foods at or set uncovered drinks on your desk – this can quickly become a bad habit and puts your computer and files at risk in the event of a spill.
5. Don’t neglect to use a power strip with a surge protector. This keeps your computer and other electronics safe in case of a storm or other electrical failure.
6. Don’t let your computer intimidate you. There are many classes available at little or no cost at public libraries and community colleges. These can usually dispel the mystery and make you feel more comfortable.
7. Don’t let your inbox pile up. This increases the likelihood of something being overlooked and a deadline being missed. A few minutes a day is all it takes to stay on top of things.
8. Don’t forget to get enough exercise. Take a break from your desk several times a day and rest your eyes and back by doing a few quick stretches. Keep a light work-out DVD on your desk drawer and a mat rolled up within easy reach so you can exercise without leaving the ‘office‘.
If you keep these tips in mind, you will soon form good work habits and your home office will be a productive investment.
It’s time to mark your calendar and make your reservation to attend the San Diego Women in Business Symposium. May 14, 2009 is the date and it will again be held in the Exhibition Hall of the Del Mar Fairgrounds. This year’s theme is Sharing the Power of Just Go For It!
WIBS is one of the best places to get inspired and spend the day listening and (more…)