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Wednesday, September 9, 2009

Four Steps to Organize Your Network for Powerful Pinging

RT @danschawbel Four Steps to Organize Your Network for Powerful Pinging @keithferrazzi http://tinyurl.com/m5mfmh


Four Steps to Organize Your Network for Powerful Pinging

Posted on September 8th, 2009 by Keith Ferrazzi
game_planFailing to plan, as they say, is planning to fail. So it goes with outreach. Most people’s efforts are scattershot. But if you want to make the most of your network – and give the most to your network – you need to get organized.
Here’s the method I use to make maintaining my network of contacts, colleagues, and friends easier. It's a strategy that can be adapted for use with any number of applications out there today for tracking contacts. The basic steps are: Categorize, Prioritize, Track, and Schedule Weekly Outreach.
1.    Divide your network into categories. There’s no standard method here. Create a segmentation that works for you and your objectives. Personally, I use five categories: Personal, Customers, Prospects, Important Business Associates (which includes both people I’m in business with, and people I plan to be), and Aspirational Contacts. The “personal” category I don’t include on call lists, because these are people who I’m in contact with organically; the relationship is established, and when we talk, it’s as if we’d been in touch every day.

2.    Prioritize the list to decide how often to contact each person.
 I’ll go down my master list (which includes all the categories) and add the numbers 1, 2, or 3 next to each name. A “1” gets contacted at least each month; a “2” gets a quarterly call or email; a “3” I try to reach once a year, probably through a group communication like a holiday card.
3.     Schedule weekly outreach. I do this by segmenting my network into call lists. In time, your master list will become too unwieldy to work from directly.Your call lists will save you time and keep your efforts focused. They can be organized by your number ratings, by geography, by industry, and so on. It’s totally flexible. I make a habit of reviewing my master list at the end of the week and crosschecking it with the activities and travel plans I have for the following week. In this way, I stay up-to-date and have my trusty lists at my side all week long.
4.    Track your outreach. 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. If last month I sent an e-mail saying hello to a potential customer rated “1,” this month I’ll give a call.
With a plan in place, I guarantee you'll keep in touch with people you otherwise would have forgotten - until the moment you needed them. In other words, TOO LATE!

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7 Responses so far | Have Your Say!

  1. Thank you Keith for the clear method!
    Do you use any cheat sheet, file or app for your master list and tracking? Do you limit your list to a certain number to be workable?
    Can LinkedIn contact tags be integrated with,say,phase # 1?
    What's your take on SocialMinder (if Gmail's the main email address)?
  2. This is excellent information, Keith! You revolutionized the way I handle people. As a young entrepreneur it is critical for me to do proper networking and you give me all the tools I need.
    Thank you so much!
    I would love to read more about the system you manage your contacts with and mybe one or the other tip about how to do it without a PA. ;-)
  3. Thanks, Keith! It's a good method, as contacts grow up every day. I think a daily work on this (10 minutes for new contacts) would help a lot.
    Do you categorize it with Excel or using any other apps, as Daniel asked?
    Thanks!
  4. As an entreprenour, this blog entery really puts the focus on "focus" on whatever you do in life. If you spread yourself too thin, you will be buried in information flow. I would, as others in their feedback, want to know what technical tools you use to keep up with your "system".
  5. Like Daniel, am interested in hearing about how you do this. Form, Blackberry, app? Thanks!!
  6. I do this with a combination of human resources and our CRM system. But FG is near the close of developing an app for salesforce.com that integrates our Accelerated Relationship Development system with their CRM.





Resumen:

1. Divide tu red en categorías: Personal, Clientes, Prospección, Socios importantes para el negocio (con los que ya estoy y con los que pretendo estar asociado), Personas con las que espero contactar (Posibles contactos interesantes).
2. Establece prioridades en la lista: Con qué frecuencia contactar a gente.
3. Establece "propósitos de contacto" semanales.
4. Sigue esos propósitos: Anota la última vez que contactaste con una persona al lado de su nombre.

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