Summary
This lesson demonstrates how to add a company to your Notary Success CRM without having specific contacts associated with it. This situation is common during initial prospecting stages when you're gathering potential leads but might not have direct contact details for individuals within those businesses. By adding companies directly into your CRM, you can organize your outreach efforts and prepare for more detailed follow-up as you gather more information.
Checklist Before You Start
Company Information: Gather basic details about the company, including its name, address, and phone number, if available.
Step-by-Step Guide
Initiate Company Search:
Conduct a Google search to identify potential leads in your area.
Select a company you're interested in and gather basic information available through Google or the company's website or Linkedin.
Navigate to Company Section in CRM:
In your CRM, click on "Contacts" from the left-hand menu.
Select the "Company" tab and then click on "Add New Company".
Enter Company Details:
Input the company name and any additional information you've gathered, such as the address and phone number.
Even if you lack comprehensive details like email addresses, you can still proceed with adding the company with just the name.
Save the New Company Profile:
After entering the available information, click "Add Company" to save the new profile in your CRM.
Create a Placeholder Contact (If Necessary):
If you plan to assign tasks or need a direct point for future reference, create a placeholder contact.
Name the contact after the company and link it to the company profile by selecting the company name when prompted.
Assigning Tasks:
With the placeholder contact created, you can now assign tasks related to the company. This can include outreach efforts or reminders to gather more contact details.
Tips for Adding Companies without Contacts
Initial Prospecting: Use this method as a starting point for building your list of potential business leads.
Task Management: Assign tasks to remind yourself to research more details about the company or attempt initial outreach.
Update Regularly: As you gather more information, regularly update the company profile and add individual contacts associated with the company.
Adding a company to your CRM without immediate contact details sets the groundwork for future outreach and relationship building. This proactive step ensures you have a well-organized base for expanding your network and enhancing your business opportunities.
