A dad's advice to himself and his kids.

I’ve been using HEAP now and digging what it will be doing for me.  I review Heap CRM as a better CRM than I review Infusionsoft.  It’s more functional, and Heap is staffed by people that never lie to you, unlike infusionsoft which has business “coaches” which aren’t really coaches but hourly type employees.  They don’t know how to run a business, just punch a time clock (think, people–why would you trust someone like that).   Heap is different, it’s self serve, damn near perfect and you can bend it to your will.

The first part of the last list was to rethink my categories, so I’ve done so here.  This is probably too many, but it’s consolodated from about 40 ID/Statuses from ACT.  I’ll  keep banging on this list.

Heap Categories/Tags:

• VIPs Anyone that’s important and rare: No more than 50 people can have this category at any given time, and it’s meant to be the 50 people most important to my business.  They can be anything: vendors, service providers anything. This tag is for other people to know that these folks get whatever we can do for them.  A VIP vendor is someone that has my back.
• Prospects: People that may buy something and are in the category of likely to buy at some point some day.  This is people that have or haven’t bought from me.
  • Never Bought: Someone that’s never bought from me.
  • Have Bought: People that have bought something from me.
• Big Time: Anyone that’s a megaprospect or hugely good at what they do.
• Met/Talked To
• Unmet/Never Talked To
• Competing Services: Just so we watch it.
• Social Media
  • Found Me - If someone randomly follows me on Facebook, I get to market to them.  They came to me, so it’s all cool.
  • I Found. I have to tread carefully here.
  • FB-
    
  • LinkedIn
  • Twitter (how they got added)
• Aweber Opt In: Someone that opted in to AW and became part of a database (scrub against Aweber unsub list before sending mass emails).
• Personal: Primary source is personal.  Friends and Family.
• Refered By Other
• Advocate: Whenever someone refers me someone, closed or not, whenever someone has helped.
• Prior Bad Acts: So we don’t see it as a big deal when they are brusque.  Should be rare that we tag them.
• Live Lead: Took action to call on purpose.

Loads of fun.