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RELATIONSHIP MANAGEMENT WITH WELL AWARE

buy back your time & STAY IN TOUCH

RELATIONSHIP MANAGEMENT WITH WELL AWARE

buy back your time

BE INTENTIONAL ABOUT UNDERSTANDING YOUR CONNECTIONS:

WHO THEY ARE, HOW YOU ORGANIZE THEM, WHAT THEY MEAN TO YOU, & WHEN TO KEEP TIME WITH THEM.

BE INTENTIONAL ABOUT UNDERSTANDING THESE CONNECTIONS:

WHO THEY ARE, HOW YOU ORGANIZE THEM, WHAT THEY MEAN TO YOU, AND HOW THEY TIE BACK TO YOUR TIME.

WHAT IS RELATIONSHIP MANAGEMENT

Relationship Management involves identifying and managing different workflows for communication within your network.

CRM systems often overlook the architecture behind their processes. Whether you’re providing a service or engaging with partners, you need to keep a record of the relationships you want to interact with and make your business possible, and with that comes how you need to keep up with those records and the actual relationship building activities you need to perform - this is what it means to be Well Aware of Relationship Management. 

RELATIONSHIP MANAGEMENT

WHAT IS RELATIONSHIP MANAGEMENT

Relationship Management involves identifying and managing different workflows for communication within your network.

CRM systems often overlook the architecture behind their processes. Whether you’re providing a service or engaging with networking partners, you need to keep a record of the relationships you want to interact with and make your business possible, and with that comes how you need to keep those records - this is what it means to be Well Aware of Relationship Management. 

RELATIONSHIP MANAGEMENT
OUR APPROACH TO
RELATIONSHIP MANAGEMENT

There are four stages of relationship management:

1. AWARENESS

Relationships you’re initially conscious of, but haven't yet begun to establish any interaction with.

2. BUSINESS (2-WAY INTERACTION)

Relationships with whom you’ve interacted with and intend to stay connected, regardless of relationship depth.

3. CUSTOMER, CLIENT, CONSTITUENT, a.k.a CONNECTION RELATIONSHIP BUILDING

Relationships you’ve now qualified and are actively engaging with to build deeper relationships. These relationships are those that you want to transition from a simple business relationship into a healthy customer, provider, and/or partnership. 

4. DECISION-MAKING

Relationships you’re now actively making and managing decisions with on a consistent basis.

At Well Aware, we consider the multiple tools, systems, and workflows available to you but stress the importance of having robust systems in place. Our awareness breakdown of each stage guides our strategy so that you can stay informed of every engagement.

OUR APPROACH TO
RELATIONSHIP MANAGEMENT

There are four stages of relationship management:

1. AWARENESS

Relationships you’re conscious of

2. INTERACTION

Contacts with whom you’ve interacted with and intend to stay connected

3. RELATIONSHIP BUILDING

Contacts you’ve identified and are actively engaging with to build deeper relationships. These relationships are those that you want to transition from a business relationship to a customer, client, or constituent partnership level. 

4. DECISION-MAKING

You’re making and managing decisions with those relationships.

At Well Aware, we consider the multiple tools, systems, and workflows available to you but stress the importance of having robust systems in place. Our awareness breakdown of each stage guides our strategy so that you can stay informed of every engagement.

WHAT YOU CAN OUTSOURCE

Let us handle introductions, outbound communications, administrative tasks, and more. Here’s how our relationship management support team can help you buy back your time: 

WHAT YOU CAN OUTSOURCE

Let us handle introductions, outbound communications, administrative tasks, and more. Here’s how our relationship management support team can help you buy back your time: 

RELATIONSHIP
DATA ENTRY

Data entry actively shapes relationship management, with CRM systems serving as powerful tools for database management and construction. However, someone must maintain and integrate them with existing tools and software to streamline data and understand your interactions. 

We’ll ensure you’re aware of every connection you make and empower you to decide how best to proceed

CRM DATA ENTRY
CRM DATA ENTRY

CRM DATA ENTRY

Data entry actively shapes relationship management, with CRM systems serving as powerful tools for database management and construction. However, someone must maintain and integrate them with existing tools and software to streamline data and understand your interactions. 

We’ll ensure you’re aware of every connection you make and empower you to decide how best to proceed

MEETING FOLLOW UPS

CHECK-INS & FOLLOW-UP

Be thoughtful, intentional, and present in your communications. Your inbox is your direct messaging hub, allowing you to stay attentive to important communications like introductions, inquiries, and partner check-ins.

We capture and record your interactions in a system like Notion or HubSpot, then generate thoughtful follow-up emails that express gratitude for past interactions, provide a recap, and outline the next steps. 

MEETING FOLLOW UPS

MEETING FOLLOW-UPS

Be thoughtful, intentional, and present in your communications. Your inbox is your direct messaging hub, allowing you to stay attentive to important communications like introductions, inquiries, and partner check-ins.

We capture and record your interactions in a system like Notion or HubSpot, then generate thoughtful follow-up emails that express gratitude for past interactions, provide a recap, and outline the next steps. 

INBOUND AND OUTBOUND INTRODUCTIONS

How you make and receive introductions should be handled with utmost thoughtfulness. Following your communication template, we respond with gratitude, acknowledge the value of the connection, and invite a reply. We also send follow-ups and check in on outbound communications to see how they went.

INBOUND AND OUTBOUND INTRODUCTIONS
INBOUND AND OUTBOUND INTRODUCTIONS

INBOUND AND OUTBOUND INTRODUCTIONS

How you make and receive introductions should be handled with utmost thoughtfulness. Following your communication template, we respond with gratitude, acknowledge the value of the connection, and invite a reply. We also send follow-ups and check in on outbound communications to see how they went.

SALES ASSISTANCE

SALES ASSISTANCE

Managing your sales pipeline takes a lot of work, and cutting corners with automated messages makes you appear impersonal and inattentive.

Our virtual assistants can handle email correspondence, initial outreach, questionnaires, ‘thank-you’ messages, and appointment scheduling.

Don’t burden your sales rep with these tasks — let them focus on what they do best: representing your business, engaging with prospects, and closing deals. 

SALES ASSISTANCE

SALES ASSISTANCE

Managing your sales pipeline takes a lot of work, and cutting corners with automated messages makes you appear impersonal and inattentive.

Our virtual assistants can handle email correspondence, initial outreach, questionnaires, ‘thank-you’ messages, and appointment scheduling.

Don’t burden your sales rep with these tasks — let them focus on what they do best: representing your business, engaging with prospects, and closing deals. 

PARTNERSHIP OPS

When introductions lead to closed business, you want to establish transparency between partnerships, which can include invoicing details, and referral fee payment timelines. You should also stay informed of any new introductions that come from these referrals, further fostering communication and awareness — a logistic aspect sometimes overlooked.

We can handle all referral partnership operations between you, your referrals, vendors, and partners to ensure the success of your collaborative endeavors. 

CHECK-INS WITH NETWORK AND REFERRAL PARTNERS
CHECK-INS WITH NETWORK AND REFERRAL PARTNERS

CHECK-INS WITH NETWORK AND REFERRAL PARTNERS

When introductions lead to closed business, you need to establish contract transparency between clients, invoicing details, and payment timelines. You should also stay informed of any new introductions that come from these referrals, fostering communication and awareness — a logistic aspect often overlooked.

We can handle all referral partnership operations between you, your referrals, vendors, and partners to ensure the success of your collaborative endeavors. 

BENEFITS OF RELATIONSHIP MANAGEMENT

Relationship management is the art of effectively nurturing connections vital for your business’ success. When you’re well aware of your relationship management, here’s what you’ll enjoy:

HUMANELY OMNI-PRESENT

Nowadays, you need to be highly responsive across all channels, whether it’s your sales pipeline, social media, or any direct messaging platforms. Our team keeps you updated and provide helpful information to make sure conversations progress. 

BUILD STRONGER RELATIONS

Our approach involves a comprehensive awareness of every relationship management stage so that no opportunity gets overlooked. We put effective systems in place to manage your workflows and maintain a dedicated team to provide you with the support you need. 

CLOSING MORE BUSINESS

By staying closely connected with your network, you’ll build better, top-of-mind relationships that can lead to valuable referral partnerships and potential new business opportunities. Grow your business warmly!

BENEFITS OF RELATIONSHIP MANAGEMENT

Relationship management is the art of effectively nurturing connections vital for your business’ success. When you’re well aware of your relationship management, here’s what you’ll enjoy:

STAY PRESENT

You need to be highly responsive across all channels, whether it’s your sales pipeline, social media, or direct messaging platforms. Our virtual assistants will keep you updated, check in regularly, and provide helpful information to help things progress. 

BUILD AND STRENGTHEN RELATIONSHIPS

Our approach involves a comprehensive awareness of every relationship management stage so that no detail gets overlooked. We put effective systems in place to manage your workflows and maintain a dedicated team to provide you with the support you need. 

CLOSE MORE BUSINESS

By staying closely connected with your network, you’ll build stronger, top-of-mind relationships that can lead to valuable referral partnerships and potential new business opportunities. Optimize your business by staying well aware!

MANAGE YOUR RELATIONSHIPS WITH WELL AWARE

At Well Aware, we help you remain intentional about all of the different workflows you have that involve contacting and communicating with other people in your broad network. 

Are you ready to buy back your time by being well aware of your relationship management?

MANAGE YOUR RELATIONSHIPS WITH WELL AWARE

At Well Aware, we help you remain intentional about all of the different workflows you have that involve contacting and communicating with other people in your broad network. 

Are you ready to buy back your time by being well aware of your relationship management?

Cogent Connections
CopyForward
OurApps
Cause Way
Cogent Connections
CopyForward
OurApps
Cause Way
Joshua Krafchick
Heather Starke
Jan Raeder
Brian Breen
Peter Thomas
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