how to organize your business cards and be a walking yellow pages
DESCRIPTION
How can you turn into a walking Yellow Pages or phone book, and be able to manage your contact network easily....without carrying a stack of cards around with you all the time? No more fussing with business card binders, Rolodex, or buying more business card boxes to store your ever growing (and also obsolete) collection. Learn how to manage your contacts in a matter of minutes, every time you get back from a networking event. Make your contacts work for you, instead of the other way around. So that you won't need to spend any time trying to recall or locate that one pesky business card you're looking for. It'll just come to you in a matter of seconds, at your fingertipsTRANSCRIPT
How to Organize Your Business Cards
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…and be in control of your network
PART ONE
1
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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?
3
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?
12
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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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