Database & Follow-Up Plan
How to organize your CRM so nobody falls through the cracks and past clients keep referring.
- 01One list, one systemEverything lives in one CRM — the platform you chose through eXp CRM of Choice. Delete the spreadsheets and the notes app.
- 02Tag by relationship and timelineA = now, B = 90 days, C = someday, plus past client and referral partner tags.
- 03Set the cadenceA weekly, B monthly, C quarterly, past clients quarterly plus birthday and home anniversary.
- 04Automate the boring halfMarket reports and drip campaigns run automatically; calls and voice notes stay human.
