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How to use Cloze to stay in touch with your sphere of influence during the holidays

How to use Cloze to stay in touch with your sphere of influence during the holidays

Staying in touch with your sphere of influence during the holiday season can be tricky. This post includes a webinar replay and a framework to help you organize your sphere of influence and execute your outreach plan.

Use the time stamps below to find the major sections covered in the webinar recording. Feel free to watch the entire webinar replay or use the timestamps to jump ahead or reference a specific topic.

1:29 – Common pitfalls

  • We cover the dos and don’t of outreach during the busy end-of-year, holiday season.

3:30 – Tips from relationship pros

  • Keep it authentic
  • Make it personal

5:29 – Holiday season outreach plan

  • We outline the five major aspects of executing your holiday season outreach:
    1. Organize your clients in Cloze
    2. Set your budget
    3. Buy your cards and/or gifts and prepare them
    4. Deliver them
    5. Log your activity in Cloze

6:49 – Creative gift ideas

11:25 – Organizing contacts

  • Before you buy cards or gifts it is important to get organized. This section covers how to segment your database.

15:12 – Tags for organizing and personalizing gifts

  • Tags are the best way to organize your contacts for sending cards, holiday emails, and giving gifts.
  • You can add as many tags as you would like. For example: #gift, #holiday-card or #holiday-email
  • Track common interests across your clients for personalized gift-giving.

20:57 – Demo of Tags in action

23:01 – Helpful common searches

23:48 – Helpful sorting options

24:16 – Creating address labels in Cloze

28:34 – Household names

  • Add a household name when multiple people are located at the same postal mailing address. If more than one person has the same address and the same household name Cloze only exports one address label (removing the duplicates).

33:07 – Logging postal mail

38:06 – Using Cloze while you deliver gifts

  1. Search for your gifts tag
  2. Sort by distance
  3. Open a map for each contact
Search for contacts with the gift tag and then sort your contacts in Cloze CRM by distance. Use Cloze to open a map.

39:47 – Email tips

  • Keep it short and simple
  • Personalize it
  • Clients don’t need extra work on their plate
    • Avoid questions like “What are you doing for the holidays?”
  • Set expectations that you’ll reconnect in the new year:
    • “I look forward to reconnecting in 2021 and helping you move into your next dream home! Have a safe and happy holiday season.”

41:45 – Template library

  • Manage all types of templates in one place
    • Create templates for texts, call scripts, emails, and snippets
    • Easily share and manage templates for your team
    • Team members can refine shared templates to make them their own
    • Include attachments in your templates
    • Create reusable snippets – text and images you can insert in any message or template

45:46 – Marketing email designer

53:21 – Email features recap

55:41 – Mail Merge to scale up with a personal touch