Your Yellow Letters Process + CRM?

[Zachary Telschow]

I'm relatively new to real estate investing and want to ensure I'm following best practices from the start. That being said, I'm curious how everyone else is managing this process.

1) Where are you storing your lists of addresses/people to contact? Are you using CRM software? Google Docs/Excel? Some other means?

2) Once you have that list built up and you're ready to send out a batch of letters, are you printing and stuffing the letters yourself? Having a VA place an order through an online vendor? Is there CRM software that allows you to place an order through an online vendor?

3) Recurring drip letter campaigns are widely recommended. Do you manually track when a list is due for another mailing? Do you have staff that take care of this? Do you vary your campaigns or are you typically sending the same series of letters? How do you place these orders? Again, printing yourself, online vendor, somewhere else?

I really appreciate any feedback.