BUY BACK YOUR TIME
RELATIONSHIP MANAGEMENT WITH WELL AWARE
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.
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
Consistency is key when it comes to social media. Be it through ClickUp or a basic spreadsheet, we ensure that your content is posted at optimal times to achieve maximum engagement.
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:
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.
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We’ll ensure you’re aware of every connection you make and empower you to decide how best to proceed.
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.
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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.
SALES ASSISTANCE
Managing your sales pipeline takes a lot of work, and cutting corners with automated messages makes you appear impersonal and inattentive.
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Our virtual assistants can handle email correspondence, initial outreach, questionnaires, ‘thank-you’ messages, and appointment scheduling.
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​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.
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.
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We can handle all referral partnership operations between you, your referrals, vendors, and partners to ensure the success of your collaborative endeavors.
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JOSHUA KRAFCHICK
369 FINANCIAL
What I appreciate most about Conrad is his ability to make time management simple and accessible. He is a gifted communicator who can explain complex concepts in an easy-to-understand manner, and he is patient and supportive in his approach to coaching and training.
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Whether you are struggling to meet deadlines, feeling overwhelmed with your workload, or simply looking to enhance your productivity and efficiency, I believe that Conrad can help you achieve your goals. I highly recommend him without reservation.
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?