Managing emails with clients

[Travis Price]

I will say this, and I rarely have it happen, if I simply do not get a response through calls or an email, I hail mary text. I only take inbound leads, so I don't do outbound texts.

It's short and sweet.

"This is Travis Price. You have requested contact concerning your Medicare Plan. We haven't been able to connect. Are you still interested in speaking?"

I usually get a response. That response is usually no, lol. However, if I get 1 yes out of 100 texts, that's okay. Again, I've only sent 2-3 like that.. so it doesn't really hurt me one way or another.

 

[somarco]

Email creates a "paper trail" for future reference.

I tell clients MY preference is for email so we both have a record of the conversation.

Texting CAN leave a trail but finding a text is comparable to the needle in a haystack. Phone calls, unless recorded, are like vapor.

Email with tracking works very well for me, especially when I can see if the message was opened or not. I also see emails that are opened several times, including emails sent a year or more earlier.

Does texting do that?

 

[Travis Price]

Email creates a "paper trail" for future reference.

I tell clients MY preference is for email so we both have a record of the conversation.

Texting CAN leave a trail but finding a text is comparable to the needle in a haystack. Phone calls, unless recorded, are like vapor.

Email with tracking works very well for me, especially when I can see if the message was opened or not. I also see emails that are opened several times, including emails sent a year or more earlier.

Does texting do that?

It does when you have sms through your CRM

Text on your phone, like your said does leave a paper trail. However, if you're leaving notes on your CRM after each contact then the paper trail is in the CRM and all you have to do is look for it.. just like with email.

Just to pre-emptively answer the question, I still use SMS through my CRM instead of email because of open rates. A small inconvenience on my end is outmeasured by the 70% increase in open rate.

I'm still going to push whatever works for you works. I use text. That's a personal choice. I do think you should strongly consider it if your clients are requesting it, but that's your call.

 

[rousemark]

Boomer here.

Email rocks.

Texting annoys me unless it is my wife or kids.

Snail mail is forage for the recycle bin. Flyers on my mailbox, doorknob or windshield also get tossed.

Telemarketing must pass through my caller ID and "don't you dare call me" blocks. Even then it goes to voice mail unless I know who you are.

Don't door knock. I won't answer. Even if you approach while I am mowing the grass I will waive you off.

Boomer curmudgeon and proud of it.

Gee, if everybody had your attitude, you telesales guys would have it rough.

 

[Travis Price]

Gee, if everybody had your attitude, you telesales guys would have it rough.

We do.. don't do telesales.. it's too hard to contact people.. especially if you work in Michigan.. just don't do it.

 

[somarco]

I use text. That's a personal choice. I do think you should strongly consider it if your clients are requesting it, but that's your call.

Don't recall anyone asking for a text and I don't use an integrated CRM.

 

[somarco]

Gee, if everybody had your attitude, you telesales guys would have it rough.

I have done telesales for over 25 years. That's 250 Biden years.

I don't have it rough. Actually, it is nice to sit at my desk when it is storming, 90 degrees, 20 degrees, everyone has COVID . . .

 

[Travis Price]

I mostly deal with pretty high net worth business owners over 40 yrs old. They are constantly asking me to text them, which I still think is weird. I don't use text in the office, and I hold back, but I usually want to answer "no, we don't text here because this is a business, and I'm not a goddamn 12 year old."

Mark did.

 

[somarco]

I mostly deal with pretty high net worth business owners over 40 yrs old. They are constantly asking me to text them, which I still think is weird. I don't use text in the office, and I hold back, but I usually want to answer "no, we don't text here because this is a business, and I'm not a goddamn 12 year old."

I will mark you as undecided . . .

 

[WinoBlues]

If I need to send a simple message about a case update; I would use email for a business owner, but would not hesitate to text an individual client if they have used text with me before.

Texting is a great way to confirm calls that are scheduled or to see if its a good time to make an intro call for a lead.

I used to be very much against texting clients. I still prefer email and phone for most things, but Ive started to utilize texting more and more.

Same. I came to texting kicking and screaming. Now, I am all in.

I man times will text before I call. Saying that I will call in 5 minutes. Or text that I emailed something. My text get opened and replied to much more during the work day than my calls or emails.

I tag text much the same way we add a subject line in email