Make a Great First Impression with the Charlie App

 Emily Zampardi  |    August 06, 2015
Charlie App - article
How much prep do you typically do prior to meeting with a new client? Do you do a quick Google search to learn a little bit about them? Walking into a first meeting armed with a few details about what makes the other person ‚Äútick‚ÄĚ is a huge advantage, especially in a business like real estate where connections and personal relationships are so key. But even on a good day, REALTORS¬ģ' busy schedules don‚Äôt often allow much time to dig up interesting facts about every potential client. I mean, who has time for that?? Charlie ‚ÄĒ that‚Äôs who.

Launched in 2012, the free Charlie app is designed to give busy professionals an edge in business by providing insights and details about those they meet with. The app links to a user’s calendar, and automatically finds the names of individuals and companies scheduled for upcoming meetings. Charlie then searches through numerous online sources (an average of 57 Google searches) to pull information about them, and uses sophisticated algorithms to filter out what is truly important (so you don’t end up with a long list of social information).

The user then gets an e-mail prior to each meeting with a one-page summary of the information gathered, alerts about things the user has in common with the company or individual, and current news and/or trends happening in any area of commonality. This will allow the user to make an outstanding first impression and really stand out from the competition by zeroing in on things that are really important to the client and focusing on those areas where they share common interests.

Don’t waste any more precious time researching potential clients before a big meeting. Let Charlie do the dirty work for you!

Charlie is currently available for iOS and online. For more information, visit
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