Author Archives: Joan Friedlander

Update on CRM System Options

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I received an email from a reader asking about what I ended up choosing to manage my relationship with contacts per my post in August, Joan’s Review – Choosing a CRM System. Here is how I replied: “I settled on AWeber and another one I uncovered since writing the post, Capsule CRM. Capsule is a little easier to use than Batchbook was for my purposes, including my wish to use it as a communication and project management system between me and my virtual assistant.  In addition, until I have 150 contacts I don’t have to pay for it even though … Continue reading →

Promoter or Connector: Which Hat Fits Best?

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The idea of business hats is not new, but figuring out how to talk about the hats in a way that could apply to a variety of business situations and owners intrigued me. One such hat is the “promoter” hat, the one I thought would be a good hat to describe a certain set of personal characteristics, and their usefulness in the execution of several important business responsibilities, with marketing at the top of the list. Continue reading →

Social Media followers not Same as Subscribers

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Social Media “outposts” are an avenue through which to more easily stay in touch with people you know well (friends and fans) and to become visible to people you don’t know yet, or at all, to make that first connection with them. Furthermore, as Laurie pointed out, it is easier for people to “like,” “follow” and “link” than to give up a name and email address in exchange for a report, blog posts or a newsletter. Why? Continue reading →

New approach to fees increases client satisfaction

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In the latest issue of my newsletter I wrote about the shift from “Time for Money” to “Fee for Results.” This is my personal story about what happened when I made one small but significant change in the way I engaged with prospects about my fees, and the impact it has had on me and the people I work with. I took a gamble and it paid off. Continue reading →