Taking the Online Offline

image of a notecard that says 'Not sent from my iPhone'

As much as I love social media and technology—there is nothing like meeting someone face-to-face. Social media will never replace an in-person meeting at a client’s home, a phone call or a handwritten note.  But, when done right—social media can enhance and make the offline experience so much richer and more meaningful.

This is something I've been sharing for quite some time but it is something that is near and dear to my heart. It's something that has been at the core of our business, and it's something that a lot of our clients religiously do, day in and day out, that makes a huge difference when it comes to social media.

What do I mean by taking the online offline? Here are a few simple tips you can apply into your business right away.

TIP #1: Celebrate birthdays in a unique way...

We see it's someone's birthday on Facebook, and you can be one of the dozens or hundreds of people that writes on their wall and says happy birthday, or you can be one of the two or three people that takes it a step further and takes the online offline, by calling them, or sending them a card in the mail, or a text or a voice message, or a video and doing something different than everybody else.



I love using Facebook Messenger for this. Did you know that within Facebook Messenger, you can leave someone up to a one-minute voice message? This is a quick and easy way to stand out from the crowd and surprise and delight people!

TIP #2: Send THREE hand-written notes a week...

I love handwritten notes. I have a whole cabinet behind me of handwritten notes, cards, and thank you notes. In this day and age of technology, of things buzzing, binging and notifications happening, there's nothing like a hand written note.

I don't know about you but I go to my mailbox every day. I sit by the garbage can and I throw out all the junk. I put the bills aside and if there's something like a personal card, it means the world. I encourage you; as you think about how to use social media as a way to build relationships, look for moments of opportunity to be a good finder, to take the online offline.

Imagine if you said, “Ok, every single week I'm going to send three handwritten cards to somebody, somebody I interacted with on social media or through email.” Imagine all the people you'd touch if you did that week in and week out throughout the entire year.

TIP #3: Use smart tools to enhance your face-to-face time...

Many of you get leads that come to your website, or leads where someone was referred to you. You set up that initial call or that initial meeting, but then, how can you use social media as a way to leverage and to gain some insights and then take that information online, and turn it into something offline?

One of my favorite tools is a tool called CharlieApp. CharlieApp.com is a great tool where you can sign up and then right before you have a meeting you get this email from Charlie your assistant who gives you a little background about that person. Before I have a phone call or a meeting, it's great to be able to look and see what their social media profiles are all about, some of the things that they're posting and that they're talking about.

That way when you get on the phone, or you meet them in person, you can say, "Hey I saw you just got back from Tahoe. That sounds amazing, " or "I saw you just got back from a vacation, " or whatever it might be. CharlieApp is a great way to bridge that gap between the online and the offline.

As always, if you have any questions, feel free to reach out to me! Go to KatieLance.com to get more tips, tools, and tricks to help you do better and get smarter about how to use social media.


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