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Organizing Contacts & Clients

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Here’s my low-tech tip for how to organize all those business cards you (should!) have been getting at all the networking events you have been going to (you HAVE been networking, right????!?). I have an address book in my computer, I have a Palm, I have considered whether or not to enter “ALL” business cards I collect into an electronic medium, but so far I’ve found an easier (for me) way to keep business cards at my fingertips.

It involves several 1.5 & 2 inch 3-ring binders, and Avery (or similar) business card sheets — these sheets hold 10-up — putting cards back-to-back to display on 2 sides makes it 20 cards per page… There also are tabbed business card sheets so you can use some of the sheets as dividers. I also get 100% post-consumer recycled college-ruled 3-ring binder paper, which I keep in clipboards on my desk, normal section dividers, and a set of A-Z section dividers I had laying around for years.

Here’s how I set them up:

One binder (about 1.5 inch right now) is the “Business Cards” binder and that has a section for the Orange County Chamber, Sullivan County Chamber, Orange Networking Alliance, each BNI chapter I visited, Toastmasters, etc. When I meet someone at an event by a specific group, their card goes into that group’s section. Later, when I’m trying to connect people together, all I have to do is remember which group I met someone at to find their card. Within sections, I’m not terribly picky about the order I put them in: most of those groups don’t have enough people/cards in them to get too anal about how to organize the section.

I keep a 2″ binder for warm/hot prospects, a 2″ ring binder for current clients, and a 1.5″ binder for clients “in support.”

Prospect book: I set up the book with a few business card sheets, a plain piece of filler paper for an index, then the A-Z dividers. When a prospect calls, I grab a clipboard and start taking notes on the filler paper (or on 1-sided scrap, more on that later). Then it’s time to file their information. If I have their business card, I slip it into the business card sheet in the front of the book. I write their name & business name, perhaps how they were referred to me, on the index in pencil, underline the letter in their name or business name that I’m filing them under, and file them in the binder in that section. Now when I need to touch base with that prospect, I can easily take the binder off the shelf, start dialing or emailing them just from their card, then turn to the divider section and have my hand-written notes at my fingertips.

If that person becomes a client, their information gets moved to my client book, and their name gets erased from the index in the prospect book. Their business card goes in the front of the client book, and I now use a complete divider section for the client. I still use an index in pencil for the front of the book, but these sections are numbered. I file notes on phone calls, timesheets, contracts, and other documentation in their section. Once the client’s job is finished, they migrate to the In Support book.

All the books are labeled and sit in the hutch of my desk.

This works best for people who aren’t trying to cold-call every business they’ve ever contacted — and people who can remember where they met someone but not their name or business name, although some electronic systems allow you to track when and where you met someone. However, if you are going to cold-call everyone, I’d recommend adding small post-its to your collection. Why add people to an electronic database if they’re not interested, and probably will never be interested, in your product? Keep a notepad nearby, a small post-it pad, make the initial call off the business card, and if they’re not interested now, put the post-it on the card with the date you called and that they weren’t interested. … or a date they said to call back. You might only manage 10 business cards per sheet, but you could take some notes on paper, fold them up and stick them behind the card in question. Now you can try them again later, but don’t have to spend much time on someone who is not making you money.

Another person I know writes the event & date on the cards when she brings them home. She’s going to start using my binder system, rather than have the cards in piles, but I like the idea of putting a date on them. I’m not going to, but I like it :)

Even if I had a business card scanner, I would want to hold on to the business cards themselves. I find they give me important clues to who the person is — the style of card often helps me remember who the person behind the card was. If I only had the information, I might not remember the person. Also it’s easier to pass along a business card if you have it than if you scanned it. I have been known to bring the whole business card binder with me to speed networking events.

Now, there are some cards you should not have in this system. These are your preferred vendors, other members of your own referral group, cards from terrific places to bring a client for lunch or dinner, and the people you feel most comfortable referring to others. If you’re in a larger organization you might include your colleagues in this category. For these types of cards, I have a small portable business card book, because I’m most likely to need these cards on-hand at any event. I can leave the big binder at the office and bring along my smaller binder.

When buying your supplies, shop local! Please find the nearest mom & pop stationery store and open a business account with them. I use Charles B. Merrill Office Products in Newburgh, NY — they deliver the next day.

Another thing I do is keep a stack of half-used paper, usually Chamber flyers that were printed only on one side, folded in half. These make great notepaper that I grab when I get a phone call and start taking notes on. Until I know someone is going into a binder, why use the virgin paper? They still fit in the book with 2 holes from a 3-hole-punch. It’s a great way to re-use before recycling. With a stick of re-stickable glue, I can quickly make any note into a post-it.

Phew. Good luck!! :)

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Don’t Litter in Cyberspace

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There is an awful lot of clutter on the web. There ought to be a fine for littering in cyberspace. You’ve seen the kind of junk I’m talking about here and there: content that is there for the sole benefit of search engines, such as white keyword text on a white background, people who spam in blog comments, and even the harmless pages of nonsense that grows like weeds on each of our websites.

In June I tightened ship on my own website. I’ve implemented some new security on the blog software, notably reCAPTCHA, a captcha project by Carnegie Mellon University. Captchas use images containing distorted text that you have to re-type into a form field. The reCAPTCHA project uses portions of scanned/OCR’d books that failed to be recognized easily by computers to test users. Once the text is verified to be read by a human, it helps add books to electronic libraries. So using this method not only foils spammers, but helps with online literature projects.

I’m also working on editing down my website. I am guilty of using my ability to create web pages so easily as an opportunity to be too wordy. Some websites don’t have enough information, and you leave disappointed that you couldn’t find what you needed to know. Others are too wordy: “Welcome to (this website). We’re so glad you came… have a seat. Would you like some tea while you’re waiting for real content? The bathroom is down the hall.” I’m guilty as charged, in a court of my own self-examination.

I altered the navigation on the site, so it should hopefully make more sense to someone at least passingly familiar with websites. I started out with really obscure labels for the links, now I’m back down to the basics. Practice what I preach: I’m always telling my clients what should be on their homepage, how their navigation should be labeled. I have finally followed my own advice.

As a new service, I’m helping clients with their website “talk” — a website needs to be the executive summary of a longer proposition. The longer proposition can be there, behind the scenes, and you can bring on the content in layers that are carefully crafted to build detail into the subject. However, people don’t need to be hit over the head with a heavy sales pitch, proposal, or autobiography from the get-go.

Tightening up the wording, reducing babble, using bullet lists for main points, taking advantage of proper linking, and proper keyword integration.

People don’t have time to sit through a long reading: they came with something in mind, even if it was just to learn more about you, and then they’re going to go on to the next thing in their life. I’m working on other ways to increase website traffic to my client’s site other than the stinking, lying, cheating ways that some search engine optimization businesses have taken up. It’s a definite art, and it’s easier to do on content that you didn’t write yourself, so for me it’s slow going between projects, and for clients, hopefully it won’t be as slow and inconsistent.

Some of my new philosophies about optimization of websites were covered in my second workshop at the QED Business Edge conference yesterday: “Who’s your website for?” It went over well. More about it later.

Because I’m expanding my business into content development and website planning, I’m starting to subcontract some design work out so I can make room for adding new services to my business. To see what this looks like, see the Rhthym and Rhyme Childcare and Simply FlawlessFaces websites.

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