Welcome to JomClient! This guide will help you get started with managing your client relationships more effectively.
Why CRM Matters for Independent Professionals
As an independent professional, your relationships are your business. Whether you're an insurance agent, property broker, tutor, or consultant, keeping track of your clients manually becomes overwhelming as you grow.
Common problems without a CRM:
- Forgetting to follow up with warm leads
- Missing important dates like birthdays and renewals
- Losing track of conversations across WhatsApp, email, and calls
- Not knowing which clients need attention today
Setting Up Your Account
Getting started with JomClient is simple:
- Sign up for a free account at jomclient.com
- Add your first contacts - Start with 5-10 of your most important clients
- Set reminders for upcoming follow-ups and important dates
- Track interactions every time you communicate with a client
Best Practices for Contact Management
1. Add Contacts Immediately
Don't wait. As soon as you meet someone new, add them to JomClient. Include:
- Full name and contact details
- How you met
- Their interests or needs
- Next follow-up date
2. Use Tags for Organization
Tags help you categorize contacts:
- By status: Hot Lead, Customer, Past Client
- By product: Life Insurance, Property, Tutoring
- By priority: VIP, Regular, Cold
3. Log Every Interaction
Keep a timeline of all communications:
- Phone calls
- Meetings
- WhatsApp conversations
- Email exchanges
This history becomes invaluable when you need to remember context from months ago.
Next Steps
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