Do you have some great customers that you want to stay in touch with, whether you have a current sale or not? If so, you can build a handy list in Batchbook which will show you all of your best customers who you haven’t interacted with in a while.
What to Do:
First, you will want a way to identify your high value customers. We suggest tagging these contacts as champions. Use this tag for your special customers, the ones that are near and dear to your heart. This tag will come in handy as a filter on the contact list you create.
Next, create a new list in the Lists & Reports tab. We call our list “Haven’t Talked to In A While”. For the search criteria, you will want to make a few selections, as seen below.
Use the Record Not Communicated field to pull in customers who you haven’t interacted with recently. Using a natural language search, such as 30 days ago, works really well here. Note that in the middle field you should select “greater than” as that will give you contacts who you haven’t recorded a communication with since a certain date.
Next, add a second filter and choose Record Type to show Individuals.
Finally, you can add a third filter to your list to show only customers who have the champion tag. This will give you a list of high value folks who you want to stay in touch with, but who you haven’t had any interaction with for a while.
Now that you have this list, you can do a better job staying current with your best customers. The really cool thing about this list is that once you do reach out to any of the contacts on it, the list will automatically update. The goal for you is to get this list to show zero contacts. When it does, you know you are doing an outstanding job of staying in touch with your champions!
Let us know if you have any questions.