In the past week I received emails from two TIP subscribers asking me to update my contact information.
The first was from Bob Challis, and thinking “What a good idea for keeping client data up to date”, I emailed him for more information. Here's what he said:
“The AccuCard service costs U$39.95/yr or U$69/2yr. It takes EVERY e-address in my Outlook contact list, cross-references them with other AccuCard subscribers, and requests all non- subscribers to reply with updated info.
“Then the service compiles a listing of updates and sends it to me. I have a choice of whether & what & who, to update in my own database!
“Then it completes the process automatically. The contacts viewer of Outlook displays icons from then on that enable me to recognize who has been updated and when.
“This service saves us hours and hours of management time. The first time I used it, my contacts database generated over 250 replies, every one of which provided me with additional current contact info to replace my 'stale' stuff.
“I recommend it to any email user. It's a VERY valuable, and user-friendly service.
Then today I received a similar request from Mike Thorne, who noted that the service he uses, Plaxo, is free! So, I downloaded it, and used it to contact all TIP subscribers.
This gives both you, and me a chance to see how it works. If you like what you see, you too, can download and use it.
Keeping Contacts Current - To learn more about this author, visit Donald F. Pooley's Website.
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Vwodek Wojczynski
Business Coach and Consultant Vwodek Wojczynski (pronounced Voy-chin-ski) brings fun, awareness, accountability and fresh perspectives based on his diverse experiences in life and business.
Born in Poland and educated in Greece and Canada, he is trilingual with 8 years experience in business development with clients in Canada, USA, Switzerland and Poland.
His approach is systematic and process-driven. He fuses the know-how of proven business methods with his commitment that entrepreneurs experience satisfaction and joy based on their values, motivations and strengths. He believes that businesses succeed based on their ability to generate value by providing what’s needed and wanted.
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He is also an avid traveler, spoken word performer and visual artist. He resides in Toronto, Canada. - Visit Vwodek Wojczynski's Website |
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Donald F. Pooley
(Visit Donald's Website)
Don Pooley, the author of this article,
allows you to publish
it if you include these credit lines:
Copyright 2005, Donald F. Pooley, Inc.
Don Pooley CLU, CFP, CHFC, "The
Advisor's Advisor" has shared
his marketing know-how with audiences of
life insurance men
in all major Canadian cities, London,
Australia, Chicago, New
York, San Francisco, Hong Kong, and
Singapore, and now in his
free ezine. To get more ideas on marketing
your services, plus
free ebooks, subscribe now at www.eTIP.ca/
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