Sales reps meet prospects at client offices, exhibitions and networking events, and each rep's card is a small piece of the company's first impression. Use this checklist to get a team onto MyInfo cards that look consistent, are easy to share and make sure no contact is lost. The wider picture is in digital business cards for sales teams.
1. Set up the cards
- [ ] Decide who manages accounts. One account can hold every rep's card; see create a card for your team.
- [ ] Choose a card-address pattern for everyone, such as first name plus last name. Addresses are 3 to 20 letters and permanent; see choose your card address.
- [ ] Fill in each rep's name, title, direct number, email and photo. See what to put on a card.
2. Make them look like one company
- [ ] Save your brand as one theme and apply it to every card.
- [ ] Add the same core links: company website, brochure, WhatsApp. Reorder with reorder and hide sections.
3. Get ready to share
- [ ] Test the QR code on both iPhone and Android.
- [ ] Programme an NFC card or sticker for each rep; see program an NFC card. Partners are listed on the partners page.
- [ ] Add the card link to email signatures: add your card to your email signature.
4. Turn on lead capture
- [ ] Activate Premium on the cards that meet prospects, using a licence PIN from a partner. See activate a licence PIN.
- [ ] Show reps how a prospect uses Exchange Contact.
- [ ] Agree who reads the lead inbox and how often.
5. Follow up and review
- [ ] Follow up within a day; see a 24-hour follow-up system.
- [ ] Export leads into your CRM: export your leads.
- [ ] Check analytics after each event to see which days brought the most visits.
- [ ] Run the monthly 5-minute routine.
Frequently asked questions
Does every rep need Premium?
No. Sharing, themes and Save Contact are on the free plan. Premium adds lead capture, analytics and private cards for the cards that need them.
What happens when a rep leaves?
The card manager can update or replace the card; see what happens to a card if you leave your job.
Ready to roll out your team? Create your free MyInfo card.
Create your free digital business card — Start free — no app to install and no card details needed.