Templates for Selling Professionals

Clean up Database

Every six months to one year it becomes vital to remain atop your client database and maintain some cleanliness. Customer Databases can become quite large, cumbersome and most importantly outdated. The best advice is to send an email or succinct letter to a client/prospect alerting them of your intent to update important account information. Suggest to them this will only take a few moments and is impetrative in assisting you to maintain contact.

Letter Form

Dear ____________________________

I am hopeful that all is well with you. I am grateful that we had the opportunity to connect the other day. Pursuant to our conversation, I am sending this note to assist me in updating your account profile. ...

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