![]() Then you could move my next contact tickler date ahead the appropriate interval from today. Now, the day after the Cavaliers won the NBA championship, you have a fun reason to call me – unrelated to financial matters – but a good contact. If you follow basketball, you know that LeBron James is from my hometown. Suppose I were your client and you knew that I’m originally from Akron, Ohio. Whenever that happens, you can move their next tickler date out the appropriate interval from that contact. Sometimes in the normal course of things, you or your team may interact with your clients sooner – perhaps they call in with a question which turns into a conversation, or you see an interesting article that you know they’ll enjoy or their birthday comes up and you give them a call.As you contact each one, just check the name off your list and move their next contact tickler ahead the appropriate interval. ![]()
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