Quit Making Excuses. Organize Your Client / Customer List Now


One of the most overlooked profitable actions a small business can take is organizing its lead, client, and customer data.

We harp on this in our social media posts, e-mails, and phone calls with clients and potential clients, and to just about anyone who listens. Here we are again, pounding the table about organizing your list.

First, how does a business do this?

There are many clients out there. At OEPMA, we use HubSpot. It’s a free solution until you get to a certain number of contacts. While we use HubSpot, there are many other clients out there that you can use. They include:

Zoho CRM
Less Annoying CRM

Just search “Free CRMs” or “Small Business CRMs,” and you’re sure to find something that will work for you.

At the very least, you can place your customer data on an Excel Spreadsheet and update it regularly.

The software doesn’t matter. 90% of the features will be the same across all of them. What matters is just getting the task done!

If someone has given you their data, they have purchased a product from you, paid for some service, signed up to get more information, or participated in a consultation.

The bottom line, they are either invested or interested in investing. That is why the list is a gold mine.

Your marketing dollars have already got the person to this point. Why in the world would you cease to market to them now?

“How am I going to use this data,” is often the follow-up question.

E-mail blasts, text message blasts, postcard mailings, birthday postcards, surveys, Facebook Customer Match, TikTok Customer Audiences, monthly, weekly, or quarterly newsletters, asking for referrals.

There’s so much you can do, but you can’t do it until you organize the list and begin utilizing it. Quit making excuses. Get it done.

If you need some help in this task, contact us.

We’ll help you out because we know without a doubt it will begin to bring profit immediately in most cases.

William S. Campbell

With 15 years of marketing experience, William S. Campbell crafts effective and tailored strategies to help businesses succeed.

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