Networking Follow-Up Tool


Tool/Example by C.J. HaydenPaul Williams of Idea Sandbox designed this nifty tool for filling your marketing pipeline with new contacts after attending a networking event. It’s based on the GET CLIENTS NOW! “marketing recipe” for following up with contacts in Chapter 7: Filling the Pipeline. Paul says:

Do you regularly attend networking events? Do you have a system for processing the names and business cards you gather to quickly follow-up with new contacts?

New to my market, I’ve made it a goal to get out of the office once a week to meet and mingle.

When attending networking events with the goal of driving sales, your strategy is to meet and gather business cards from potential clients and those who may be able to generate leads for you.

While I have a contact management system, I did not have a formal process for filtering and categorizing the cards before I put them into that system.

Brushing up on my networking skills, I picked up a copy of Get Clients Now!: A 28-Day Marketing Program for Professionals, Consultants, and Coaches by C.J. Hayden. Among many other strategies and tools, C.J. outlines a simple method to manage gathered business cards.

Inspired by C.J.’s process and the paper placemats used in wine tastings I created a “Networking Follow-Up Guide.” A one-page “placemat” to print out and use to sort business card piles into actionable categories.

Read the rest of Paul’s description about how to use this tool on his blog and download it below.

GET CLIENTS NOW! Networking Follow-Up Tool (PDF)

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To download, right click and choose “Save Target/File As.”

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