Herald Pro.
For After The Handshake
Find the right person in your contacts, follow up while it still matters, and walk into every meeting knowing who you are about to see.
Pro sits on a Herald account. Sign in, or make a free account first, and turn it on from Account.
Morning Of
Naomi Ellison
Realtor, Marlowe Peak Realty
Coffee today at 2:00, from your calendar
Where you met
Business After Hours, Boise Metro Chamber, Oct 15
Your note
Selling her office building next spring. Asked about cards for her team.
Brief
Marlowe Peak Realty opened a second office in Meridian this month. Source
Follow-up
Drafted and due today
Everything In Pro
Ask Your Contacts
Ask in plain words, like someone in the Treasure Valley who does heating and cooling, and get back the people you captured who fit, each with the reason.
A Follow-Up For Everyone You Meet
A short follow-up drafted from their card, your where-you-met note and the day you met, with your booking link if you have one.
Brief Me And Keep In Touch
Before a meeting, a one-screen brief: what you know from Herald, plus their current role, what their company does and anything recent, each fact with its source.
Morning Of
On the day you meet somebody you saved, what you already know about them sits at the top of the app: your note, where you met, the follow-up and their brief.
Your Own Contact Groups
Beyond Professional and Personal, name your own groups, like Boise Chamber or Leads, put anybody in as many as fit, show one at a time, and take them with you in the spreadsheet export.
Introductions
Once you have captured 20 people, Herald suggests up to 3 pairs a week who should meet, each with the reason.
Events Near You
Professional events in the Treasure Valley and the rest of Idaho, from a calendar Herald checks every week and filtered to your trades.
Event Reports
Name the night, like JUMP tonight, and see what it brought in: how many times your cards were scanned, who you captured, and which follow-ups are still waiting.
Which Surface Works
A code for each place your card lives: the printed card, your email signature, a booth sign, the widget.
Pro For The Whole Team
$72 a seat a year on top of the seat, for everybody on the team or nobody.
Team Show Desk
After a trade show, everyone your team shared from it lands on one desk.