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Database/CRM Set-Up & Organization
Database Import & Setup
- Ensure database is imported into CRM
- Review import to ensure completeness and accuracy
- Set up tags (Including DTD2)
- Setup quarterly touch plan for clients, vendors and advocates
- Setup auto-plans for incoming leads
Database Organization
- Ensure database is tagged appropriately (Including DTD2)
- Ensure database relationships are set up correctly
- Create Filters for lead gen, marketing & touch plans
- Create auto-plans for incoming leads
- Create quarterly touch plan for past clients, vendors, and referral advocates
- Setup campaign to gather missing database contact information
- Setup holiday email campaign
- Setup database on Market Reports (As applicable)
- Setup campaign to get database using the app (As applicable)
- Setup transactions (As applicable)
- Setup finances and business tracking (As applicable)
