CRM Tagging Guide
Written by IME Capital's Investor Desk on 27-Jul-26
Sales
Best Practices
Additional Notes
- WRONG NUMBER: Importance (Avoid) | Summary (WRONG NUMBER .. at start of summary)
- RETAIL CLIENT (confirmed): Importance (Avoid) | Summary (RETAIL CLIENT.. at start of summary)
- DO NOT CALL: Importance (DB nuture) | Summary (DO NOT CALL .. at start of summary)
- NOT INTERESTED: need to guage how strongly not interested .. Interest (Nil) | Importance (Low or DB Nuture) | Summary (NOT INTERESTED .. at start of summary)
- VOICE MAIL / AUTOMATED SCREENING: try 2-3 times ... Importance (DB nuture) | Summary (VOICE MAIL 1/2/3)
Specific Follow-up Cycle
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Ph 1: 4 attempts (max 3 days gap … 1 day gap for new incoming leads)
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Ph 1 pause: 1m
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Ph 2: 4 attempts (max 3 days gap … 1 day gap for new incoming lead)
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Ph 2 pause: 1 m
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Ph 3: 4 attempts (max 3 day gap … 1 day gap for new incoming lead)
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Take Decision:
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Attempt: not picked-up | busy call later
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# attempts (DB/reattempt) : 4 attempts (5 day gap between attempts) | Pause (2m)
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# attempts (Inbound): 8 attempts (2 day gap)
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Pausing before next round: 2 month
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Date checking: follow-up date on CRM ****
IME Capital Investment Queries provide answers to common investor queries that are directly written by IME Capital's Central Investment Team. This helps ensure centralised, common and transparent communication of our thoughts to all investors (& potential investors) of IME Capital, and helps mitigate against the disparate communication common in the wealth management industry. Please note, that the answers to these queries can be time/market-condition sensitive, or only applicable to specific types of investors.
