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Once you start a network, you need to keep in touch. After all, what is the point of going to all the work of meeting people if they slip back into the obscurity of memory. It is the easiest thing to let happen. We are busy and it seems we hardly have time to keep up with our current friends and family. Isn’t it insane to add more to the list? Nope. It is easy. It is important.

A professional network doesn’t take a lot of care and feeding. What it needs is a good reminder system, a phone or a computer and a few minutes.

As I have said before, I use Toodledo for managing my to do lists. It also manages my network. I have a folder set up just for this. When I meet a new contact I want to stay in touch with, I add a recurring task. The title of the task is “KITW – John Doe”. KITW means Keep In Touch With. I set a start and due date about two weeks apart and a repeat frequency of one to three months. A task that will pop up regularly to remind me to reach out and reconnect with a friend.

Setting up the automation is worth the few minutes. It will take all the effort out of remembering who you haven’t talked to in awhile. As you develop relationships, you will find you already talked to that person recently when the reminder appears. Simply check it off and it will come back at the appropriate time.

The next question that scares a lot of people is “what do I have to do to reach out?” After all, I haven’t talked to them for a long time. Will they think I am a lousy person for not talking to them sooner? Probably not. They didn’t talk to me either, and I don’t think less of them. The truth is, we are all busy. What would you think if a friend you hadn’t talked to since high school sent you an email or called on the phone? Most likely, you would be thrilled they reached out. It only takes a few minutes. It pays huge dividends when someone responds.

Screen shot of my list

All that needs to be done is send a quick email or make a short phone call. A simple, “Hi, how are you. Hope all is well. This is what is happening with me professionally right now. How about you? If you need anything, please contact me. I’m happy to help” is all that is needed. You don’t even have to talk directly to them. Call late in the evening when you know they are out of the office and leave it on their voice mail or send it in an email. Depending on the relationship, you may add a few more details. Honestly, though, that is all you need to keep a professional contact up to date. Remember, it is all about Give, Give, Give. You just want to remind them that you are there to help them if they need it.

Will they respond? Maybe not. Many of my contacts don’t respond. I don’t know if they think I am a nut job or not. It doesn’t matter. They have a delete key. However, if there is ever a time when they need something and my email shows up, I hope they call. I won’t berate them for not replying sooner. I’ll be thrilled they thought enough of me to call. I will do everything I can to help them, too.

It only takes a few minutes every few weeks. Stay in touch. Offer assistance in whatever they need. That is what networking is all about.

Postscript: As I was finishing up editing this post, one of my best friends I haven’t heard from in nearly a year popped up a video chat window. He had to go all the way to Costa Rica to find time to call, but I am so glad to hear from him. I probably woke the whole house up with my shout of joy. I’m telling you. Keep In Touch with your friends. 

image source: The Digital Scratchpad

 

After my little tirade on contact managers, you may be wondering what I use. Since I haven’t found the ‘killer app’ yet, I have had to cobble together a bunch of different things.

Contact Information

I use Gmail’s Contacts for keeping track of names, phones and email. I know I should use more fields to store information, but I haven’t taken the time to add the necessary custom fields. Another fear is that I won’t be able to get the data back once I do find nirvana in a package. Every now and then I try weeding out the duplicates I inherited from Microsoft. I think I am down to the G’s.

Events

I try to keep as many birthdays as possible in my calendar. It is the most obvious day to keep in touch with someone. I use Google Calendar for this task. I use it for tracking many different sets of events, including family, work, personal, and my wife’s besides birthdays. These calendars sync to my iPod Touch. I can either see all the calendars overlaid or each individually. I have set the birthday reminders to come up two days in advance to give me enough lead time to prepare. On the special day, I make sure I send the person a personal email or a phone call. I learned about the phone call from Keith Ferazzi in his book, Never Eat Alone: And Other Secrets to Success, One Relationship at a Time. He explains how every morning, he calls the people on his birthday list and immediately bursts into singing Happy Birthday as soon as they answer. It is a great way to start the day. I like it. I also use Google calendar to keep track of appointments, although I admit I also track them in my office Outlook calendar so that I don’t miss anything. I hate duplicating efforts, but until I get an iPhone or some single device, that is where I have to live.

Network Progression

Who introduced me to whom? In the past, I used Microsoft Excel for this. It is a lousy way to do it, too. But it works. Tonight, though, I had the idea of using Mindjet’s MindManager. It would show that hierarchal view I have been missing. Each node can have multiple leafs which in turn can have many of their own. The more I think about it, this tool makes sense. If  I were using Microsoft Outlook for contact management, it would also be able to link the contact information directly into the mind map. That has potential. I will have to think about this one some more. I add the missing tags and attributes to the mindmap as well. That would allow me some interesting possibilities as well to sort people into groups. There is another tool out there called Personal Brain that really could make this powerful the way it links nodes together. It is worth checking into it again. I’ll do that and report back.

LinkedIn

This tool / site bears mentioning. I have been on LinkedIn for many years and have a lot of contacts through it. I haven’t done a good job of using LinkedIn to keep the contact vibrant. That is a failing I need to rectify. Some friends at work and I are learning more about LinkedIn and how to make it work better for us. This also has possibilities for a contact management system. If you aren’t on LinkedIn, you need to be. Unlike Facebook, it is geared to the working professional. They have a nice way of vetting contacts by having you list the method of connection and verify it with the other party before that connection is listed. Their focus on professional contacts is what makes it attractive to the business world. They aren’t trying to sell the experience of Farmville or some other social experiment. Be careful what is up there, though. It is there for the world to see, including your current and future employer. More on social media and network building at a future date.

Mobile devices

I have used many organizers over the years. Most don’t cut the mustard and have been discarded. I don’t even like to think about the amount of money I have spent on them. Currently, I use an iPod Touch and love it. If I were willing to pay the cost, I would carry an iPhone. I am holding out for a company provided iPhone because I am too cheap to pay for it myself. If I bought one for myself, I would still have to carry the company phone and I find that ridiculous. But I digress. The iPhone syncs my contacts with Gmail, my calendars with Google and has other tools I use, such as Toodledo. I have to have my iPod. I am very dependent upon it.

That wraps up my tools. What do you use? What do you like or dislike? Please share your experiences. I would love to hear how you keep track of your network. I just got an invitation to gist.com. Anyone use this? It is supposed to consolidate all your contacts from different sources into a single list. Sounds interesting.

image credit: relenet.com

 

In building a network, one aspect has left me overwhelmed. How do I keep track of all the important data about the people I meet? For each person, I want to know their name, occupation, company, family facts, birthdays, interests, problems they are facing, interests, etc. Oh, and contact information, phone numbers, email addresses, mail address, company, when I met them, who introduced me, last time I talked to them, how often I want to keep in touch and….. the list goes on and on.

After many years of keeping track of people, I have identified what I feel to be deal breakers for contact management. Sure, the basic data is easy for most on the market to handle. Just about everything stores the basic information, including birthdays. What they miss are reminders, plans, searches, groups and analytics. I want to have my manager remind me a few days before birthdays, track my correspondence / phone calls and tell me when it is time to reach out to someone again.

I started keeping track of my network in Outlook. It has basic contact management with many of the fields I needed. With reminders, it would help with birthdays and reminding me when to get back in touch. It is really close to what I need when synced with an Exchange server. And then I got the great idea to go mobile. I synced it to my Windows phone and disaster struck. Duplicates. Triplicates. Suddenly my contacts were breeding like rabbits! I couldn’t weed them out fast enough.I spent hours upon hours trying to get rid of the mess. I couldn’t keep up. I still have duplicates today. Lesson learned – be careful of syncing contacts. Bad things can happen in some situations. I believe Microsoft may have the problem fixed, but I don’t trust them any more. Blackberry and Palm hasn’t done it to me. Knock on wood.

About that same time I changed companies and was hit with another problem. My contacts were on the company Exchange server. I didn’t have them at home. Suddenly, I was unemployed and without a way to contact my network. Lesson learned – control your contacts. You have to have access to them regardless of your employer.

I moved to Gmail about this time and ported my contacts over there. I figured with the power of Gmail, there would be more options for tracking contacts than ever before. Nope. Pretty much the same problem, only without any integration with the calendar or tasks. Definitely a step backward. One advantage Gmail has is that it ties with email extremely well. Another advantage is they are all in the Internet cloud and accessible from anywhere.  However, the custom fields are rudimentary and some Internet-type things like tags are missing. I haven’t figured out how search on custom fields or have dates work for me. Lesson learned – Most contact managers are too basic for use as a network contact manager.

So, the search goes on. I haven’t found anything yet. I have looked at Salesforce.com, but it is a) expensive and b) geared to sales (duh!). I have considered looking at Act! but I fear it will be the same downsides as Salesforce. I can’t justify the cost to give it a try. I am still looking. Lesson learned - Sales oriented contact manager / CRM is usually overkill for tracking a network.

If you have heard of anything I should try, I would love to demo it and report back. Having something to manage interaction with a network is critical to me. What do you use? What do you like/hate about it? I would love to hear your experiences.

This turned into a piece about what I don’t use. Wednesday, I will talk about what I do use and what I do like.

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