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|Status #: |
how you prioritize and segment your contacts. You can add additional segments, but try to keep it simple and start with three.
How frequently do you want to contact each segement of your network. I use the guidelines from the book Never Eat Alone.
|Definitions of each Status #:|
I kept this here as a reminder until you're familiar with the definition of each. This is helpful as you're setting up your own system and outreach cadence.
|Status #||Contact Frequency||Definition|
I’m actively involved with the person, whether it’s a friend or a new business associate. I swap between various contact methods: calls/emails/texts.
With new relationships, a “1” generally means I have yet to solidify the relationship with at least three different forms of communication.
Each time I reach out to a person, I like to include a very short note next to their name telling me the last time I contacted them and how.
Touch base people. Causal acquaintances OR I know them well.
I monitor social media updates, like/engage with their content, and try to find opportunities to help
I don't know these people very well. Don't devote energy to pinging.
|LinkedIn Recency: |
I use this to reference who on LinkedIn I still need to add to this sheet. 1 = most recent. You will sort and filter the sheet to find the contacts you need to find, hopefully when making connections within your network, so I use this # to get the sheet back into the original order in which I added the contacts.
Once per week, I open LinkedIn and insert my new contacts. To do so: insert a new column(s) above contact 1 and add in your new LinkedIn contacts. Once everyone new is added, reset the numbers in this column. Manual enter 1 next to the most recent connection, 2 next to the second most recent connect, 3 next to the third most recent. Now highlight the cells containing 1, 2, and 3, and use the lower right corner to drag the number series down to the end of your list. This will overwrite the numbers already in the cell.
If the person uses a nickname, use it here. Otherwise you run the risk of addressing them by their "formal" name that they use on LinkedIn.
As you enter the new connection into this sheet, assign them a status # according to the definitions above.
When did you last contact this person?
This cell is populated by a formula that is based on the date in the "Last contact" cell plus the number of days specified above.
I conditionally format these cells to draw my eye to contacts that need my attention. Red = the date is prior to today. I've overdue to contact them. Green = I'm scheduled to contact the person this week.
|How can I help this person?:|
Brainstorm how to help this person when creating the contact. This will make it easier when following-up and will plant seeds in your brain so you think of this person when the time is right.
|How did we meet? & Notes from interactions:|
Make a note about how you the met person. I now try to message all new LinkedIn connections with a message that includes where we met. It's helpful for me to reference when I message them again in the future and it's a sneaky way to remind them how you met when they receive a future message from you.
With every interaction, make a brief note to remind you about what you discussed or something you learned about the person. Anything to make yourself seem familiar the next time you interact.
|Following on Twitter?|
I use this to remind myself to follow them on Twitter, but you might use another social network.
|Following on LinkedIn?|
I use this to make sure I'm following their content on LinkedIn. You automatically follow connections, but you may have opted to stop following a connection (especially if he/she is a status #3 and very active on the platform).
Make a note of their industry so that you can quickly make connections within your network. This is an easy way to add value when you see a call on LinkedIn such as "I need an attorney, any recommendations?"
Note their City so you can ping them when traveling, even if you can't make time to connect. For example "I just landed in NYC, I wish we had time to meet up! Great weather today, huh?"
|Added to favorites on my phone?|
The book recommends adding "1s" to your favorites on your phone so they stay top of mind. This cell is populated via a formula. Overwrite "To Do" after adding the 1 to your phone.
|LinkedIn Recency||Name||Status #||Last contact||Next contact||How can I help this person?||How did we meet?|
Notes from interactions
|Following on Twitter?||Following on LinkedIn?||Industry||City||Added to favorites on my phone?|
|1||Jane Doe||1||3/30/2019||4/29/2019||Introduce to clients||Cold connected with me on LinkedIn, but we're in the same circle. Get intro meeting, otherwise disconnect.||Yes||Yes||Chief of Staff||St. Louis||To Do|
|2||John Doe||1||4/1/2019||5/1/2019||Invite to my networking event||Introduction from Jenny Doe. Get to know this person!|
Met for coffee 4/15/19 and discussed meeting up in May 2019.
|Can't find||Yes||CMO||SF||To Do|
|3||Jeremy Doe||2||4/25/2019||7/24/2019||Promote his content||Met at networking event at 1871 on 4/1/19, works at XYZ Co.||Yes||Yes||Design||NYC||N/A|
|4||Jeanette Doe||3||4/25/2019||4/24/2020||tbd||Met at networking event at 1871 on 4/1/19, works at ABC Co.||Yes||Yes||Lawyer||Chicago||N/A|
|5||Jimmy Doe||3||4/25/2019||4/24/2020||tbd||Coworker at Acme Co.||No||No||Tech||Chicago||N/A|
A few notes about how I assign Status #s:
Note my two example 3's above:
I met Jeanette at a networking event, but I didn't immediately understand how I could help her. So, I'm keeping her as a 3.
Jimmy is a current coworker. Once Jimmy leaves my company, or I leave my company, I might re-assign him to be a 1 or 2 based on the potential to help one another.