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How Do You Manage Your Contacts?

By
Real Estate Agent with Online Real Estate Agent Training

How Do You Manage Your ContactsQuick question for you...How you organize your contact list?  For years, and I do mean years,  I used to struggle with organizing my contact list.

I Tried Everything

I tried everything imaginable...Outlook, notebooks, index cards, you name it.  I even paid a monthly fee for a contact management program that I barely used.  Yet even after all of these attempts I couldn't seem to find a method that I really liked and one that worked for me.  So I gave up and went back to basics.

My List Was Too Big

But before going back to basics I determined that I was trying to stay in touch with too many people.  It is extremely difficult for me to stay in touch with a large number of people, so I paired down my list to make it more manageable.  In the past I had heard that you should divide your contact list into A, B and C clients, but I did not do it.  Why?  Because it was too much work!  I never wanted to take the time to organize my list, yet I was willing to waste time and money trying to figure out the best way to manage my contact list.  As I look back on it, it didn't make any sense whatsoever.

The Best Of The Best

My "A" clients are those people who have sent me referrals and those who will definitely buy or sale in the next 6 months.  This group has the least number of people.  My "B" clients are those who have recently settled and those I feel would more than likely refer me to their friends, family and colleagues.  They also include those who will more than likely buy or sale within the next 12 months.  My "C" clients are those who might refer me and those who would buy or sale if the right opportunity presented itself.

Constantly Update Your List

By organizing my list this way it is very easy for me to add and drop people from the various categories.  My doing so, my lists can't get but so big.  The "C" list could grow considerably if not maintained closely.  This is the main list that should be evaluated every 6-12 months.  Those on the list who have not referred someone to you in 12 months should be removed.

What A Relief

It wasn't an easy road in terms of the time it took to organize my list, but it was a path that I definitely needed to take.  I now feel confident that I am reaching my base on a regular basis and I have eliminated that nagging feeling that people are falling through the cracks.

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Posted by

Candy Miles-Crocker

Real-Life Real Estate Training

Wallace S. Gibson, CPM
Gibson Management Group, Ltd. - Charlottesville, VA
LandlordWhisperer

I have used Palm contact management for 10+ years and now use my Google contacts which sync with my Android phone...enter 1X and contact is EVERYWHERE!

Sep 24, 2012 11:01 PM
Tanya Van Blake-Coleman
Van Blake-Coleman Realty, St. Thomas/www.talk-to-Tanya.com - St Thomas, VI
Improving the Quality of Your Life

Great tip, I need to put in practice.

Sep 25, 2012 12:11 AM
David Grbich
Realty One Group - www.FindCARealEstate.com - San Juan Capistrano, CA
Orange County Real Estate - 949-500-0484

I manage them in my email system and need to do a better job - your categories make sense. Thanks, Dave

Sep 25, 2012 12:36 AM
Candy Miles-Crocker
Online Real Estate Agent Training - Chevy Chase, DC
Realtor - Real-Life Real Estate Training

That's good to know Wallace...thank you!

Sep 25, 2012 03:52 AM
Beth and Richard Witt
New York, NY
The best Retired Brokers !!!!

Great feeling to be organized... we've used agent office for years... it works well for us... Happy Evening..

Sep 25, 2012 10:23 AM
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

Great post, Candy!

Sep 27, 2012 05:33 AM
Rhonda Duffy
Duffy Realty of Atlanta & Rainmaker Realty - Milton, GA
#1 Retail Listing Agent in the U.S.

Constantly updating is key-- Thank you for sharing.

Sep 28, 2012 12:32 AM