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Business Relationship Management Services
Contacts Database Setup/Management| List Maintenance | Mailing Services | Relationship Marketing


Do you hav/projects2/1/8/7/4/1494781/images/rolodex_pu23.jpge good intentions of keeping in touch with customers, clients, and prospects to maintain and build the relationship with them, but procrastinate because you think it's time-consuming and expensive?  No need to worry.  I can provide you with an ideal solution that will enable you to keep in touch with all of them efficiently and cost-effectively through a unique card sending system that is so affordable and easy to do, you'll think it's too good to be true.  And, as your Virtual Assistant, I can help you implement the program and manage the system for you so you can do other things, and still reap the benefits of the program.

Contacts Management/Database Setup/List Maintenance

Do you mail out sales letters, introductory letters, product announcement letters, brochures, or other information to your customers and prospects, but struggle with finding the time to keep your mailing lists up to date?  Sending out a mailing to an outdated mailing list is costly.  We can help you organize, update, and maintain your mailing lists and contact information. 
  • Set up a contacts management system or process
  • Create, organize, and maintain contacts lists (Business contacts, Phone/email directories, Customers Lists, business card contacts, holiday card lists,  gift lists, newsletter/ezine mailing lists, membership lists, vendor lists)
  • Organize and enter business card data into a database or spreadsheet

Direct Mailing Services

  • Send introductory letters to new business prospects, leads or target market list
  • Organize Direct Mail Campaigns (postcards, flyers, brochures, service reminders)
  • Create/set up merge letter and mailing list
  • Print merge letters, labels, and/or envelopes
  • Collate, fold, insert, affix label, seal, affix postage to mail pieces
  • Deliver to Post office
Follow Up Assistance
  • Send marketing kits, brochures, information packets to clients and prospects
  • Send regular follow up, reminders, and communications to clients
  • Call people for missing contact information
  • Track marketing efforts and summarize results in a report

Business Relationship Management Services

  • Send birthday cards, holiday cards, thank you cards, client appreciation cards, nice to meet you cards, etc. for you to keep in touch with customers, clients, and prospects.
  • Assist with set up and implementation of Keep In Touch Program.
  • Create/coordinate/implement/manage Customer Loyalty, Client Retention, or Client Referral Incentive programs.
How to Get Started Working Together

The first step in the Getting Started Process is to schedule a Get Acquainted Phone Consultation. To do this, simply fill out the Get Acquainted Phone Consultation Pre-Call Form, then follow the instructions provided to schedule the phone appointment via my online appointment scheduling system. 

During the call, we will discuss your situation, and talk about how I may be able to assist you with your current administrative needs.  If we decide together that we are a good match, we will continue to the next step in the process. 
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