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One of the best things I’ve learned as an agent is to keep track of your initiatives. Initiatives meaning a wide variety of things: sales, service, or general inquires.

Originally, I started out with my basic email address book and excel spreadsheets with contact information. As time grew, I found it necessary to find other means of keeping track of customers including various forms of communication, gifting and assigning specific tasks or notes related to each client. Each client is different so it’s important to keep track of this information in order to approach them in their preferred method.

Once you find a system that works best for you, be sure to stick to it and watch as your customer base begins to grow. If you need to set up reminders or invest in software to help you keep track, I would strongly advise it.

Freddie Harb
President

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