Keeping in touch with your clients is vital to maintain an active and mutually beneficial relationship. But when you're busy, it’s so easy for things to fall through the cracks and create a contact gap that could lead to your client drifting away and negatively impact your business
If you’re struggling with staying in touch with your clients, keep on listening because I'm about to share some ideas on how to build an effective contact plan.
DotCal. The appointment scheduling tool I use. Click here to get 50% off your first 6 months.
GetDex. Personal CRM that integrates seamlessly with LinkedIn
Airtable. Free tools that's a cross between a database and a worksheet. Great tool to manage contact plans and relationship maps, including automations.
Salesmate. The CRM I use to grow my business. Excellent value and includes things like telephony, templates, automations and sequences.
Microsoft Teams. Excellent knowledge management and collaboration tool, with the ability to invite external people into your channels.
Notion. My knowledge management tool of choice. Everything in my business lives inside Notion.
Taskade. A fantastic project and knowledge management tool. It's free, simple and perfect for the busy key account manager.
ClickUp. This is the project management tool that drives my business and all my client projects. Can't live without it.
Slack Connect. Invite clients to your slack channels. Essential option for communication if you have clients who live inside Slack.
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