Virtual Assistants - Add Send Out Cards Management to Your Practice
One of the most basic services you can provide to clients is to manage their Send Out Cards account for them.
Although the Send Out Cards interface is very easy to use, some clients prefer that you manage the account for them.
The Send Out Cards contact manager is a powerful tool.
You can collect information (like birthdays), attach dated notes, keep track of what cards have been sent, etc.
One of my clients was so impressed she now uses Send Out Cards as her main contact manager! Basic account management tasks include:
Although the Send Out Cards interface is very easy to use, some clients prefer that you manage the account for them.
The Send Out Cards contact manager is a powerful tool.
You can collect information (like birthdays), attach dated notes, keep track of what cards have been sent, etc.
One of my clients was so impressed she now uses Send Out Cards as her main contact manager! Basic account management tasks include:
- Importing contacts into the contact manager.
This entails importing the contacts from a spreadsheet or your client's Outlook into.
csv format and then into the card manager.
If you set it up right from the beginning you can import hundreds of contacts in just a few minutes.
- Incorporating card sending into your client's follow up system.
One of the most valuable ways you can help your client manage their Send Out Cards account is to create automated systems for making sure that clients get cards when they first sign up, for birthdays, service anniversaries, etc.
Also, when clients get new business cards, you can add them to the contact manager.
Create systems for announcing new classes, encouraging affiliates, and just making your client's customers feel appreciated.
- Managing card collections for your client.
Select cards as "favorites" so finding cards in the ever-changing catalog is easy.
Work with your client to decide which cards or gifts are sent for occasions.
- Keeping your client informed about what is new with the system.
New gifts and cards are constantly being added.
You never know when something new will be a perfect fit for your client's business.
- Create a system for getting all of your client's contacts into the contact manager.
These days you meet people online, offline, at the grocery store.
One of the best things you can do is gently nag your client to keep feeding you information so that you can get the contacts into your client's ever growing networking empire.
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