Proactive Iceberg Detection; Database Health Check: Is Your Business Seaworthy?
A quick assessment for Specialist Pillar Clients to evaluate the strength of your client retention systems.
The "Ghost" Test: If you opened your CRM right now, could you tell me exactly how many people in your database are Past Clients versus New Leads without having to click into individual profiles?
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Yes, my tags are perfect.
No, it’s all one big list.
The Anniversary Alert: Do you have an automated system that alerts you (or sends a gift/card) on your clients' Home Purchase Anniversaries and Birthdays?
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Yes, it’s handled.
No, I usually remember 3 days late (or not at all).
The Leak Detection: How many "Cold Leads" do you have sitting in your system that haven't been contacted in the last 90 days?
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I know exactly who they are and have a plan.
Honestly? Probably hundreds.
The Duplicate Danger: When you send out a mass email or newsletter, how many clients receive it twice because they are entered in your system under two different email addresses?
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Zero. My data is clean.
It happens more than I’d like to admit.
The "17-Year" Strategy: If you stopped lead-generating today, does your database have a structured follow-up workflow in place to generate referrals from people who already know, like, and trust you?
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Yes, my "Sphere of Influence" is my engine.
No, I’m always hunting for the next new lead.
Your Name
First Name
Last Name
Your Email Address (optional, for follow-up)
example@example.com
Scoring Key:
• Mostly "Yes": Your ship is in great shape! You might just need the Anchor Package to keep your current deals steady.
• Any "No" Answers: You are leaving money on the table. Your "ship" has a few leaks, and you’re likely losing thousands in repeat business every year.
Ready to plug the leaks? Mention your score during our Docking Station sync, and let’s discuss how the Specialist Pillar and our Port Entry cleanup can get your business back on course.
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