Contact Management
Hello,
Greetings.
I am seeking help with tools, processes or otherwise to better manage my contact list and when to contact folks in my network. Cntrl Shift K does not fit my needs as it relies to much on "work" technology and I prefer to manage my network outside of the office. Mac user but have access to a PC.
I have followed Mike/Mark's advice on being much more strategic in managing my network and growing it. I use linked in and have taking all my contacts and put them into monthly contact list so that I can contact so many each week and month. This allows me to hit the qtrly goals.
As this has been going well managing these in a spreadsheet is not so easy. The main problem is that when I output the items from Linkedin, my gmail account and my Outlook account at work, I have a real challenging syncing up the list.
Wondering what has been done by others to better mange this. Looking at software tools, processes etc.
Thanks,
Tim Hill
Denver, CO



Hi Tim, my name is Alex,
Hi Tim,
my name is Alex, from Italy. This is my first post here. Following Mark's and Mike's suggestions I take care of my contacts on schedule.
I have a Mac, so CRTL SHIFT K doesn't work for me. OMNIFOCUS is too expensive, I cannot afford it (I am still a student!).
So I created a simple spreadsheet based on Pivot Tables (so automatically it can be sorted alphabetically, can be arranged in other way..). I just schedule on my TO DO task manager to check my Network Management Spreadsheet.
The main pain is to create it the first time (contacts from IPhone, Mail, LinkedIn, Facebook...) but if you remember to keep it synced, it should be fine..
Automatically it tells me which person I should contact (based on a 90 days limit).
Have a try. I attached here a link with an example.
https://dl.dropbox.com/u/437470/NMS.xlsb
it is not long time I have created it, so I am still testing it. For now it seems working well.
Otherwise you can try Ominfocus.. (cloud task manager for Mac)
Hope it is useful.
Alex