You just attended a great event or made a good professional contact. Maybe you could partner together in the future or perhaps you’d like to stay in touch for mentoring or hiring purposes.
So what are the next steps?
Add the contact into Contactually. You can do this by clicking Create Contact at the top right of the Contacts tab. Remember to add a Note detailing where you met the contact and any other information you might need later.
Bucket the contact. Place the contact in the Bucket called "Just Met - Conference or Networking Event." If you don’t have this Bucket, go ahead and create it! Set the Follow-Up Reminder to be 120 days.
Send a Follow-Up. It’s important to follow up and cement your relationship while you’re still top of mind.
- List where and when you met the contact.
- Reference a specific detail about the person.
- Consider sharing an article or book suggestion relevant to a previous conversation or the contact's industry or role.
- State the plan for future follow-up. This is key if you want to make sure to let the person know that you plan to extend the relationship past just one encounter at an event. Consider inviting to coffee or drinks to continue your conversation or get to know each other better.
Stuck on what to say? Head to the Templates tab and click Add from Library at the top right. Click the Networking category on the left. Click the copy icon to the right of the Template you want to download, modify it to make it your own, and then add it to your account.
If you don’t want to have to personalize the Template each time you send it, you can always keep the Template very general. For example, instead of writing "Great meeting you at [CONFERENCE]," you can write, "Great meeting you the other day." That way there is no part of the message that requires filling in specific information before sending.
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