Long Term
Kevin Fream
America's Cyberist Helping Financial & Professional Services Avoid Loss, Improve Business, and Eliminate Doubt
T - Minus 246 Days
Accounts have been decimated from nearly 7,000 to just over 900.
There were duplicates and misunderstandings of how data works, plus at least 30% "permanently closed" either by time or COVID.
"That was easy ... NOT". I thought to myself. The new platform will likely be a key strategy for the foreseeable future.
Most people would simply import and go to quickly start adding even more records so mailing or some campaign could start dead on arrival because of inaccuracies and lack of categorization strategy.
Contacts are next with the verification of account relationship.
The AI will add new prospects and the magic is then a departure from traditional sales and marketing.
Your customer and prosect list is your most important asset yet it's rarely even considered for most businesses.
Daily Mission: Analyze your client and prospect list.
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