Skip to main content
How to use your Digital Rolodex

Three powerful ways to use your Digital Rolodex.

Shane Bean avatar
Written by Shane Bean
Updated over 4 months ago

Here are 3 powerful ways to use your Digital Rolodex to share valuable information and drive clicks to your link, without focusing on setting up clients for their Private Client Portal.

1. Text

  • Quick Vendor Share: When a client asks for a recommendation, simply send them a text with a link to your Digital Rolodex. They’ll have easy access to a list of trusted vendors for any home service they need.

  • Follow-Up Reminders: After closing a sale, send a follow-up text to remind your client about the vendors in your Rolodex, positioning yourself as their ongoing resource.

Example Text:
"Hey [Client Name], here’s the link to my list of trusted vendors—everything from plumbers to landscapers. Let me know if you ever need help! [Link]"

2. Email

  • Post-Sale Support: After the transaction, send an email highlighting your Rolodex as a value-add service to help clients with home maintenance, repairs, and more.

  • Monthly Newsletter: Include a section in your regular email updates featuring a spotlight on new vendors or seasonal home service tips, with a link to your Rolodex.

Example Email:
"Hi [Client Name], I wanted to make your homeownership journey easier! Here’s my Digital Rolodex full of trusted local vendors to help with anything from repairs to renovations. [Link]"

3. Social Media Post

  • Highlight Vendor of the Week: Share a post about a vendor from your Rolodex, tagging them to cross-promote and drive engagement.

  • Community Resource Post: Create a post offering your Rolodex as a free resource for your social media audience, encouraging them to reach out for vendor recommendations.

Example Social Media Post:
"Need help with home maintenance? Check out my Digital Rolodex of trusted local pros—from contractors to landscapers. It's free to use, and I update it regularly! [Link]"
(Tag relevant businesses/vendors to boost visibility)

Using your Digital Rolodex in texts, emails, and social media allows you to stay top-of-mind while providing ongoing value to clients and expanding your network.

Did this answer your question?