Do you have a simple and effective way of tracking your networking contacts?

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697 viewsMarch 17, 2014

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Gwynn 0 March 17, 2014 0 Comments

After a business expo or networking event, I go home with a handful of business cards. How do you leverage your contacts to gain new clients and referrals? Please include any helpful online resources that you know of. Thank you.

7 Answers

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score 0 · Answer 1

Hi Gwynn,

I do the same as Karin and Susan. After the initial contact, I send them an email letting them know it was great meeting them and also for them to have my email and contact information as well.

Best,
Harris

score 0 · Answer 2

Hi Gwynn,

There are some good customer relationship management software options out there. A lot of them will have free versions for users with a small amount of contacts, which you would probably fit in assuming you are just talking about your own personal network and not a companies. One example is RelateIQ.

If you don’t want to get this involved, you can set up a pretty simple spreadsheet (Google Docs or Excel) to keep track of your clients.

For example, you could make columns for name, email address, phone, notes on how and when you met, and notes about your contact with them. Then, each row would be a new client.

I hope this helps!

Do you have a simple and effective way of tracking your networking contacts?

7 Answers

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