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Updated over 3 years ago, 07/12/2021

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Looking to Build a system to help follow up with direct mail

Posted

Hello, I want to get better at follow up when it comes to direct mail. I currently use a database called follow up boss for my real estate broker business. I am looking for a system or best practice on how to track all the letters I am sending and who owns what, who called me, what property they own, what we last talked about and what the letter I sent them looks like. I have tried deal machine and I really don’t like it, I want to have personalized letters go out after I drive for dollars. 

My current problem is - I will drive by a handful of homes I want to write letters to, I will write down the address on a note pad, find the pad a week later and forget why I wrote down the addresses. Or I will send them a letter and forget I sent them a letter.

Anyway, I am ADHD and great with people but not organization. Just being honest. Any input would be super helpful. 

Please leave a thoughtful response if you do comment. “Use a spreadsheet” Is really not helpful lol. 

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