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.

1. NETWORKING & CONTACTS MANAGEMENT PROCESS
HOW DO YOU MEET PEOPLE?
SOCIAL FACE‐TO‐FACE VIRTUAL
NETWORKING NETWORKING INTRODUCTIONS
Determine frequency Attend event & Click and drag email
at which to extract collect/exchange containing electronic
electronic contact info business cards contact info MS
from your social
Outlook
media profiles
Determine how &
where you will
SET-UP
Export electronic temporarily store
contact info from collected b‐cards
these profiles into
CSV files
Choose a day of week
to enter contact info
Consolidate all files into database
using the Contacts‐R‐
GoldTM methodology
Setup a recurring task
in your PDA, planner,
and/or MS Outlook as
Import the a reminder
consolidated contact
file into MS Outlook
Enter contact info into
MS Outlook,
categorize & flag
accordingly
Save to MS Outlook
Make/Send followup
and sync with other
call/email
devices as necessary
Work with Contacts‐R‐
GoldTM to develop a
follow‐up plan based
The information provided in this process is generic and you are encouraged to modify it on type of contact FOLLOW-UP
according to your business and work style. Contacts‐R‐Gold is a registered trademark and $$$
is used by permission: www.contactsrgold.com.
You can download more FREE processes at: www.slideshare.net/PromotionQueen
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PROSPECT
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Next Step: Relationship Building Process
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