Professional Services · Growth

Community / Bar Association Networking Follow-up

Follow up systematically on professional networking contacts.

Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Logs networking contacts made by professionals at industry/community events, written to the CRM.
  2. Sends a personalized follow-up referencing the specific conversation, from the professional who made the connection.
  3. Nurtures the relationship over time with relevant, non-salesy touchpoints.
  4. Flags warming relationships for the professional to personally re-engage.

Data sources

CRM networking contact log

What it targets

  • Networking contacts followed up within 1 week Target 90%
  • Networking-to-referral-relationship conversion Target 100%