how to manage business cards & contacts
DESCRIPTION
This flow diagram highlights the two key phases of properly managing the contact information of potential clients and referral sources. The first phase, "Set-Up," emphasizes the importance of setting up a system for storing, entering, and even merging contact data into one place. It is in the second phase, "Follow Up," where according to Terry Arrington, money is to be made. 80% of most potential sales are NOT closed because of poor follow-up.TRANSCRIPT
NETWORKING & CONTACTS MANAGEMENT PROCESS
Export electronic contact info from these profiles into
CSV files
Enter contact info into MS Outlook,
categorize & flag accordingly
Attend event & collect/exchange
business cards
Import the consolidated contact file into MS Outlook
Consolidate all files using the Contacts‐R‐GoldTM methodology
Work with Contacts‐R‐GoldTM to develop a
follow‐up plan based on type of contact
Make/Send followup call/email
PROSPECT
Click and drag email containing electronic
contact info MS Outlook
SET-UP
FOLLOW-UP$$$
HOW DO YOU MEET PEOPLE?
Determine how & where you will
temporarily store collected b‐cards
Choose a day of week to enter contact info
into database
Determine frequency at which to extract
electronic contact info from your social media profiles
Setup a recurring task in your PDA, planner, and/or MS Outlook as
a reminder
The information provided in this process is generic and you are encouraged to modify it according to your business and work style. Contacts‐R‐Gold is a registered trademark and is used by permission: www.contactsrgold.com.
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FACE‐TO‐FACENETWORKING
VIRTUALINTRODUCTIONS
© Copyright 2010. Equilibria, Inc. All Rights Reserved. Reproduction for sale is prohibited.
SOCIAL NETWORKING
Save to MS Outlook and sync with other devices as necessary
Next Step: Relationship Building ProcessRequest Consultation for More Details
REFERRALSOURCE