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PTL 4.0 Gather Contact Data Details


Goal:

• To obtain information about a project through its various contacts. This helps us to manage the project and contacts better, and to determine whether we want to pursue the project past this initial phase.

Outline:

2.0 Select Prospects and Match to Campaign
3.0 Convert Lead to Contact
4.0 Gather Contact Data Details
        4.1 Contact Communications
             4.1.1 Phone Call
             4.1.2 Send Marketing Material
             4.1.3 Request Information
        4.2 Contact Follow Up
             4.2.1 Phone Call Follow Up
             4.2.2 Marketing Material Follow Up
        4.3 Build Details
        4.4 Pre Associate ID
        4.5 Contact Potential

5.0 Qualify Project Contacts
6.0 Project Evaluation

Resources:

  Checklist   Marketing Support
  Dialog
  Training
  Forms (& Form Letters)   Tutorial

Details:

Intent:
    On-going process; you learn more about someone over repeated contact in building the relationship than in your initial meeting. Always be prepared to capture contact details in the contact database under their ID. A platform of questions and answers need to be framed so that certain search details can be sought out. There are certain frameworks of information that need to be established to set up cross sections of searches on your contacts to find all those of like kind. In doing so it assists in further detailing and developing an agenda later in the process (it would be a separate agenda in a separate milestone).

Benefit:
    On-going relationships reveal certain facts about a contact over time. Re-occurring communications, matched to internal personnel, offer the opportunity to do continued research about the contact. Information on individuals can over time reveal a lot about the nature of the type of interaction that works best with an individual. Categorized details give even a passive employee insights that can assist in any interaction.

Examples:
    Capturing information like hobbies, occupation as a commercial builder, etc. Information and details like this must be gathered to move the relationship to a higher level.

Definition
    Any information that helps relate to the contact, ongoing as individuals. The process of collecting personal, business, or preferences about a contact with a mindset of servicing them better.