Grouping Contacts with Andsend: A Step-by-Step Guide
Step 1: Group Your Contacts 0:00
Before you start actively working to strengthen your business relationships, you want to get an overview by categorizing your most important contacts into different groups. This will help you set a relationship strategy later on
Group them based on your intentions or who they are to you, such as:
Former clients
Personal networks
Partners
Active prospects
Existing customers
Step 2: Set Up a New Playbook 0:37
Use the playbook assistant in Andsend to create a new playbook.
Example: Set up a playbook for 'Existing Customers'.
Optionally, fill in the questions provided by the agent to strategize your approach.
Step 3: Access Your Contacts 1:00
Navigate to the contacts section in Andsend.
All your LinkedIn contacts will be gathered in one place.
Step 4: Search for Contacts 1:14
If you know specific names, use the search function to find them.
For broader exploration, utilize the agent feature to filter contacts.
Step 5: Utilize The Agent for Exploration 1:32
Example: Search for 'consultants in Stockholm'.
The agent will help set up relevant filters for your search.
Step 6: Categorize Relevant Contacts 2:09
Review the filtered contacts and categorize them accordingly.
Ensure you categorize both new and existing contacts to maintain an organized overview.
Step 7: Overview of Categorized Contacts 2:17
Use the Playbooks to easily access different kinds of contacts:
This will help you get an overview of your contacts and make it easier to develop a strategic relationship management approach for each group.
Tips for Efficiency
Regularly review and adjust your categories as your network evolves.
Use the playbook assistant to streamline the setup process for new groups.
Link to Video Guide
