Hello Everyone,
I would like to create a schedule for all of my clients. Let’s say I have platinum, gold clients etc. What would be the best way for me to schedule a call for them based on their profile of gold or platinum? For example, I would start scheduling a call every month for my top clients, then a call every quarter for other categories… I need to track the data, and make sure employees are calling them… something that would alert my employees to call such clients. Thanks!

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To be clear, Excel is not a CRM nor is it an interactive database. As a human, you can interact with Excel in a special way to get a similar outcome though.

I would use a CRM, but I’ve built models in place of software when previous employers didn’t want to pay out and didn’t mind paying me for a job done rather than time committed to the tasks.

I would set a page for customer view, with each row dedicated to a customer/prospect and each column dedicated to characteristics/attributes of each customer. Among those, membership.

Then I’d make a schedule sheet to set up recurring events (call reminders) based on criteria.

Then I’d make a records sheet to log calls, outcomes and next steps.

You can make it so the schedule sheet is looking for these events for each day, but the spreadsheet is going to get mega large if you do it this way. Same goes for the customer view showing last interactions, next steps, and which feature a dynamic status (knowing who’s a live lead, dead prospect or active customer).

Would probably want to make a template for each quarter or month depending on how much activity you plan on tracking.

A less intimidating approach if just logging your own activity, is to keep a customer view sheet, and always schedule a next-call when ending a call or updating notes in cells. Low complexity is best.

Thank you everyone! :-).

There are many free / low costs CRMs that you can choose from. I have used Insightly before and it worked well. I have heard good things about hubspot too.

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