Young Professionals Network
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At the November Wake Up with YPN event our members enjoyed breakfast and a presentation from two amazing professionals, Tara Moore and Carlos German. Tara and Carlos both have different types and uses of technology, but they both run a successful business.

          Carlos discussed how he utilizes technology in his office and personally. Within his office Carlos utilizes a lead generation platform so that he can capture tools, nurture, and cultivate leads within his office. He also believes that organization and transparency is key to "wowing" your clients.

Carlos' recommended tools:

  • A powerful lead generation platform
  • Live Updates
  • Key performance Indicator
  • OneNote App
  • Hootsuite
  • QuickBooks Online, Mint
 

Tara discussed a more independent and budget friendly approach to technology. Tech to Tara means it saves her time, improves her processes, and heightens her professionalism and many of these tools are inexpensive or free! She truly believes in not breaking the bank to accomplish your goals. Tara also advocated that you should always stay genuine with your clients through any means of communication, whether it be email or social media.  

Tara's recommended tools:

  • Grammarly
  • Gorgias
  • CurbCall Protect
  • G Suite for Business

 

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