Overview
The Notary Success CRM introduces a powerful way to segment and personalize your outreach to various groups within your network, such as realtors, escrow officers, law firms, and estate planning clients. This introductory lesson, led by co-founder Roman Rosario, dives into the use of contact tags and smart lists to enhance your marketing strategies and communication efforts. By categorizing your contacts using tags and creating smart lists, you can tailor your messages to fit the unique needs and interests of each group, ensuring your communication is relevant and impactful.
Guide to Implementing Tags and Smart Lists
Understanding Tags:
Tags are keywords or labels you assign to contacts to categorize them based on criteria like profession (realtors, escrow officers), interaction type (estate planning clients, local, assistant, referal, preferred), or any other significant identifier.
Creating Smart Lists:
Smart lists are dynamic lists of contacts grouped by specific tags. These lists update automatically as you add or modify tags on your contacts, allowing for efficient and targeted communication.
Segmenting Your Marketing:
By utilizing tags and smart lists, you can send personalized bulk emails that resonate with each segment, whether it's offering assistance with open houses to realtors or discussing estate plan reviews with ongoing clients.
Steps to Utilize Tags and Smart Lists
Identify Segmentation Criteria:
Determine how you want to segment your contacts based on your marketing and communication needs. Common criteria include profession, type of service provided, or frequency of interaction.
Assign Tags to Contacts:
In the CRM, navigate to the "Contacts" section from the left-hand menu.
Begin assigning tags to each contact based on your identified criteria. This can be done individually or in bulk.
Create Smart Lists Based on Tags:
Once you have tagged your contacts, create smart lists by selecting the tags you want to include. Name your lists for easy identification, like "Realtors," "Escrow Officers," or "Estate Planning Clients."
Tailor Your Communication:
With your smart lists in place, craft messages tailored to each group's specific interests and needs. Personalized communication increases engagement and strengthens your professional relationships.
Best Practices for Tags and Smart Lists
Consistent Tagging: Maintain a consistent naming convention for tags to avoid confusion and ensure accurate segmentation.
Regular Review: Periodically review and update your tags and smart lists to reflect changes in your contacts or your marketing strategy.
Engage and Personalize: Use the insights from your tags and smart lists to personalize your outreach, making each contact feel valued and understood.
Conclusion
Tags and smart lists in the Notary Success CRM are invaluable tools for notaries looking to streamline their outreach and build stronger, more personalized relationships with their contacts. By effectively implementing these features, you can enhance your marketing efforts, improve communication, save time, and ultimately grow your business.
