Mentor Meets - Building your Database

What is my Database?

• Your database is a collection of all of your contacts . You will be adding these contacts into your CRM system and organizing them for optimal follow up 

• Your database has a few parts

  • • Your Sphere of Influence - Past clients, friends, family, influential people: people sending you leads

    • Your Leads -  Warm and Hot active clients 

    • Nurtures  - leads that with work will eventually become a client

Memory Jogger

Click HERE to Download the Memory Jogger tool to help create your Database

Expanding your Database and Identifying your SOI - A

Click HERE to access the full article on how to expand your database and identify your SOI-A

Follow Up Boss Database Import File

Download an editable version of the FUB import file HERE

Stages and Tagging

You are going to want to make sure your contacts are in the appropriate Stages with proper tags. This will help you sort and filter your contacts 

Stage options- 

• Sphere - Past clients, friends, family, influential people: people sending you leads 

• Tag with - SOI A, SOI B or SOI C - Past client can be utilized as well in combination with any of these 

• Lead Stages:

• Actively Searching - current Hot Buyers

• Casually Searching - Warm Buyers

• Nurture - 6+  months

Tags are groups or information you would like to use to filter your Stages - Please  do not add Tags to the system . There are plenty of tags available

Directions for using import file  - Please download the attached Follow up boss import file excel sheet to your computer and then upload into google drive to fill in your database. Once it is complete please download as a CSV prior to pulling into FUB