I’ve written in the past about using QR Codes to import your agency information into someone’s phone, but this trick is simpler and more effective. Here’s the easiest way to get your agency’s contact information into your client’s phone. By the way, if you don’t have an iPhone don’t give up. Your phone might have some similar functionality. It’ll just be less user-friendly and harder to figure out. First – Create Optimized Contact Profiles in Your Own PhoneThese are the contact profiles you want clients and prospects to have in their phone. I recommend creating two separate profiles: 1) One “Agency Profile” that you give to clients.This profile is branded as the agency and includes things like:
2) And one “Salesperson Profile” that you give to prospects or networking connections.This profile is branded as you and includes things like:
You’re not just creating a standard contact, you’re creating robust and valuable profiles full of information people will find valuable to have on hand! Here’s how to set up those profiles:Step 1: Open The Contacts app.Step 2: Tap the “+” button to add a new contact.Step 3: Enter As Much Information As PossibleStep 4: Pretend you’re a teenage girl and take a “Selfie”Update: After testing this process, I learned that the profile photo doesn’t always transfer when you share this contact. It’s still fun though, so I had to leave it in here ;-) Step 5: Save the New Contact You CreatedThat’s it. And here’s how you get these profiles into your clients’ and prospects’ phones:Step 1: Open the Contact Profile and Scroll to the BottomStep 2: Tap “Share Contact”.Step 3: Share the Contact by text message, email, or Airdrop.(I haven’t tested the Airdrop so I don’t know how it works but email and text work fine. If you figure out the Airdrop and there’s any advantages please let us all know in the comments below) Here’s what the client needs to do:The client/prospect needs to take one extra step to save your information to their phone. For illustration purposes, here’s what it looks like if they receive the contact via text message on another iPhone. I don’t know how this process differs on non-iPhones, you’ll have to figure it out yourself because there’s only iPhones in my house. Step 1: They’ll get a text message that looks like this:Step 2: After tapping the message, they should scroll down and tap, “Create New Contact”And You’re In!By the way, this may have seemed like a lot of steps because I showed lots of screenshots for every step but I promise (other than setting up the contact profiles) the process only takes seconds to do with a client. - Useful reference: iPhone repair San Diego. Do You Think This is a Cool Tip?Me too.
Click one of those “like” buttons so I know you agree with me. And don’t be selfish – email a link to this article to another agent you that you know uses an iPhone. I hope this helps you! John
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