Does this sound familiar? It’s time to send holiday cards again, and you need to pull together all your addresses. You find some information in an old address book that you haven’t updated since 1992. You find some other information on your cell phone contact manager and some other information written on scraps of paper stuffs in various spots on your desk. You need to call your Mom to get the new address for your cousins who just recently moved out of state (and you just KNOW you have that address written down somewhere…but aren’t sure where it could be now)! Oh…and didn’t you do this same activity just last year about this time?
Now is the time to get your contact manager in order! Investing a little time right now will save you a tremendous amount of time in the future. Spend some time pulling together all this information (just one last time!) and consolidating it all into one place. That place could be on your computer in your email contact manager (don’t forget to back it up!) or you could even use the free SendOutCards contact manager (you can even upload contact information directly into SOC!) While you are making the effort to gather this information, make note of birthdays and anniversaries, as well as the names of spouses and kids. Collect and record once….reap the benefits all year long!
Personally, I store all my contact information in my SendOutCards contact manager. This allows me to have a single place to keep track of names and addresses, as well as birthdays and anniversaries (for which I get email reminders sent to me two weeks before these important dates so I don’t forget to send a card!). I can also add dated notes so I can keep track of my interactions with my customers, and record when I wish to follow up! I can design a single card (Happy Holidays for example) and send that card (personalized with everyone’s first name!) to anyone or everyone in my contact manager all with the click of a button!. I can even export the information into a spreadsheet if I wish.
There’s no time like the present to get your contact manager in order. Don’t let the holidays sneak up on you this year — be prepared!