How to organize your business cards and be a walking Yellow Pages
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Transcript of How to organize your business cards and be a walking Yellow Pages
How to Organize Your Business Cards
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…and be in control of your network
PART ONE
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The purpose of organizing your
business cards
To become a walking Yellow Pages…
without carrying around a stack of cards
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How to organize your business
cards?
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J W Jot it down
Write it into your
database
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Jot it down…
● The event you met at
● The date you met the person
● The person’s trade (if not immediately clear)
● Something special about the person (if needed)
Do this while your memory is still fresh
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How do I write into my contacts
database?
1. By your PA, virtual asst, or intern
2. By typing in yourself
3. Software or application
Then import into your contacts database
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Common questions
What are the important
details?
● Full name*
● Full company name
● Trade***
● BNI chapter
● The contact group**
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Are apps useful?
● Field recognition failures
● Export to import
● Trouble of managing TWO
databases
● Use CRM software instead
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QUESTIONS?
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PART TWO
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Importing is as easy as 1, 2, 3
1. Type into spreadsheet template
a) Scan cards
b) Check & correct fields
2. Save as CSV file
a) Export CSV file
b) Add the group
3. Import into email program
* Actions in blue are for those using scanning software
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Sharing contacts – exporting
1. Select
2. Export
3. Send
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Card-collection is no good without
follow-up
● Send LinkedIn connection request
● Send email
● Request meet-up
Once done, throw the cards away!!!
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QUESTIONS?
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www.edits-inc.com Understand Chaos Therapy Services
Contact Us Get in touch with
Haw-San Au-Yong (San, for short) at
+65 9431 8057
www.edits-inc.com
www.facebook.com/EditsInc
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