WHAT FREEDOM MEANS TOME
CRM TIP OF THE MONTH SPRING-CLEANING YOUR DATA
Make sure your data (contact & loan records) is clean before you import it into your CRM. Inaccurate or incomplete data can not only hurt your business but also be a serious headache once imported. It’s much easier to clean up data in a spreadsheet than in a CRM. Think about the marketing material you plan to automate through your CRM. Whether it’s an email, post-close cards, or a flyer, all of the information is pulled from a contact record. If the contact record has an incorrect first name, last name, or email address, your marketing material will look unprofessional and sound impersonal. It is always important to review these fields before importing. Think of it as the Marie Kondo method of tidying up your data. We suggest reviewing your spreadsheet and checking for duplicates. Remember, bad data in, bad data out.
EDDIE FOOSHANG (FREEDOM CLUB MEMBER) To me, freedom means options! Having the option to choose is liberating. If I wanted to, I could take a month off and go to Egypt without missing a beat. Or, I could choose to grind it and be in the office for 12 hours if I want. I have the option to get on the phone and take 1003s, but I can also delegate that to my LP if I want. The main difference between being a business owner and being self-employed is vast yet unnoticeable. If your business stops because you are not in the office, you are self-employed. However, if your business keeps running even when you’re not there, then you can consider yourself a business owner. It’s all about freedom!
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