Contact Management

If you’re the kind of person who sends handwritten 'thank you' notes, or tries to remember the details of contacts’ family members, or if you live by the mantra that ‘every meeting is an opportunity’, then this service is for you.

Your EA will:

  • Help create a strategy for contact management
  • Consolidate and clean up your existing contacts in one centralized place
  • Help you choose a CRM/contact management/email marketing system
  • Continuously add new contacts to your address book from digital signatures in emails, emailed images of business cards, etc.
  • Sync your contacts across all your devices
  • Prepare mailing lists for newsletters, Christmas cards, etc.
  • Draft and send letters and thank you notes, etc. on your behalf
  • Maintain important information about your all your contacts
  • Keep track of when was the last time you interacted with a contact

Depending on the system you choose, your EA will also help you:

  • Keep track of customer visits to your company website and social media pages (email opens and click through rates, etc.)
  • Create templates for customer communication, e.g., newsletter templates, landing pages, etc.
  • Draft and send out marketing emails
  • Manage leads and prospects in your sales pipeline

Staying in touch with contacts is as important as getting them in the first place. From preparing mailing lists and draft emails or letters to maintaining contact lists, your EA has it under control.