Snap the visiting card. The CRM, research and follow-up are done.
The problemAbout 1 in 10 visiting cards ended up wrong or missing.
What the agent doesReads cardsFills the CRMResearchesFollows up
What they got
- Cards with errors
- About 1 in 10Near zero
- Cards handled a month
- 150 to 200+
- Warm follow-up email
- Whenever someone got to itSame day, automatic
- Card errors down from about 1 in 10 to almost none
- 150 to 200+ cards a month handled without anyone typing


