I moved last week.
2100 mile drive, in 4 days, with my wife, kids, and brother in
law. Phoenix to Cleveland.
A pickup truck with trailer, van, and 24′ moving truck…each
packed to the gills. I had a challenge…how was I going
to tell all my consulting customers in a personal way without taking too much time?
Is it possible to use ACT to deal with this challenge? Yes,
here’s how I did it.
1.) Composed a personal message as an ACT template.*
2.) Looked up all my customers in the database (lookup using the ID/Status field).
3.) Followed the mail merge wizard under the write menu, using the newly created template, set to record a history to each contact record receiving the message.
I ran the mail merge twice.
First to send as an email, second to send to my printer so I could put a personal note, and then drop in the mail.
KEY: More than informing customers of my new contact information, it allowed me to build relationship with them.
You can do the same, there are many reasons other than commerce for communicating to customers.
Here are a few:
-Birthday
-Anniversary (reminder to husbands 
-Valentine’s Day (reminder to husbands
-Mother’s Day
-Father’s Day
-Thanksgiving (this is BIG)
-Holidays including and surrounding
Christmas
It is always a good idea to regularly communicate with your
customers, ACT can be used as tool to do just that.
Ever driven across country?
Have ideas or feedback? Post them here.
Here’s how.
Now it is back to work, I have been working hard on a new service, I hope to give you more details soon.
Warmest Regards,
Travis Campbell
www.ACTasap.net
*I called everyone beforehand, this made the writing the letter easy, simply a restatement of what was discussed.
on the phone.
Hi, my name is Travis Campbell, I operate this site. A key to success in any business is to effectively manage your relationships. ACT! is a software product helping millions when it comes to doing just that. This Website is designed to assist both those considering ACT! software for their business, as well as to provide insight to ACT! users who want to effectively use it in their day to day operations. So login, post, browse and enjoy.