Introduction

Welcome to another enlightening session of ACT Group Therapy with Tony Holowitz, the expert behind 365 ACT Tips and Tony the Teacher. In this tutorial, Tony shares invaluable insights on effectively managing client follow-up using group membership rules. Discover how to utilize the “last reach” field and dynamic groups to ensure no client slips through the cracks.

1: Setting Clear Goals for Client Follow-Up

Tony emphasizes the importance of defining clear goals for client follow-up to ensure efficient contact management.

2: The Power of the “Last Reach” Field

1. Enhancing Contact Layout: Tony introduces a new field called “last reach” to the contact layout. This field plays a crucial role in recording contact attempts and simplifying follow-up tracking.

2. Recording Contact History: When contacting a client, users can create a history entry and select the appropriate option, such as “spoke” or “left message,” in the “last reach” field.

3: Utilizing Dynamic Groups for Effective Follow-Up

1. Understanding Dynamic Groups: Tony explains the concept of dynamic groups or group membership rules, which automatically include contacts based on predefined criteria.

2. Creating the “Contact Follow-Up Greater Than 90 Days” Group: Tony demonstrates how to create a dynamic group that includes contacts whose last reach attempt exceeds 90 days.

4: Simplifying Contact Follow-Up

1. Efficient Follow-Up Tracking: Instead of scheduling calls to all contacts, dynamic groups streamline the follow-up process. Users can easily identify contacts requiring attention without manual effort.

2. Seamless Contact Management: As contact information changes, dynamic groups automatically update to ensure contacts don’t slip through the cracks.

5: Making the Most of Your Time

1. Flexible Follow-Up: Tony highlights that users can choose to follow up with contacts at their convenience, making use of slower office periods or busy breaks.

2. Productive and Purposeful Calls: Utilizing dynamic groups, users can make productive calls to contacts they haven’t reached in a while, ensuring a meaningful and efficient use of their time.

6: Achieving Uncompromising Client Care

Tony stresses the importance of preventing contacts from slipping through the cracks and achieving uncompromising client care through efficient follow-up.

7: Conclusion

Efficiently managing client follow-up is crucial for any business, and with ACT’s dynamic groups and group membership rules, the process becomes seamless. By setting clear goals and utilizing the “last reach” field, users can ensure their contact database remains organized and responsive. Stay tuned for more invaluable ACT tips from Tony Holowitz to enhance your ACT experience.

Elevate your client follow-up game with Tony Holowitz’s expert advice and unleash the true potential of your ACT experience. Thank you for joining us, and we look forward to sharing more insightful tutorials with you soon.