How I Manage My Personal Network with Contastic

Every day people in your network have opportunities that are perfect for you.   To get access to those opportunities you need to be top of mind with your contact at the same time as the opportunity is.   Contastic provides an easy way to stay top of mind with your contacts in three ways:

Keeping Track

On a daily basis I use Contastic before and after every call.   It combines my mail, contact information, and notes all in one place.  The profile card gives me an at-a-glance view of the contact’s essential information.

And the top of the data pane shows our recent email conversations, interests, and my notes.  Notes are critical in quickly understanding what our last conversation was about.  As we chat I’ll add a couple lines to the notes for each conversation to make it easy to pick up where we left off. 

Building Relationships

On a weekly basis I try and spend some time nurturing new relationships .  If I’ve just met someone at an event or through an introduction I tag them with a ‘developing’ tag.  This creates a tab in Contastic that enables me to review my list of ‘developing’ contacts at any time. This ensures I can revisit them often to continue nurturing the fragile new relationship. 

Contacts can be tagged with multiple tags (a friend may also be a prospect).  And these tags are an easy way to manage your pipeline.  I’ll make sure to label prospects, leads, and customer accordingly.  This way I know who to reach out to with sales materials, project suggestions, and referral requests respectively.

Staying In Touch

On a monthly basis I’ll set aside an hour (yes – that’s all it takes with Contastic) to go through all of my contacts who I haven’t contacted in over 90 days (Contastic automatically creates a tab for them) to reconnect.  

I try and be brutally honest when reviewing these connections to determine if they should be categorized (focus more on this person!) or hidden (this person is not really relevant anymore).   If a person is important and I haven’t reached out I’ll find a reason to reconnect.  Usually the emails will give some clue as to a topic I can follow up with my contact about.

If that doesn’t seem fruitful Contastic recommends a series of articles based on your contact’s education, company, interests, and things you have in common. 

Often times these articles are great ways to keep up to date on things your contacts care about as well as providing an engaging way to rekindle the conversation.   Once written they can be quickly inserted into a template to be sent in seconds:

That’s how I get Contastic!  It is my daily CRM, my weekly lead nurturing tool, and my monthly means of staying in touch with my entire network.  I’d love to hear more about how use get Contastic in the comments below.

3 Lessons We Can All Learn From Being the New Kid in School

When Kevin and I came together to build PeopleNotes we were driven by a need that had been brewing since our childhoods.  We both moved around a lot - 16 schools between the two of us - and we were always the new kids in school.  This taught us to work hard for, and subsequently treasure our personal relationships.

As our professional careers developed we’ve seen how others can struggle to learn those same skills as they move in to a new city or career.  This inspired us to build what we learned as new kids into an app that would help everyone make friends and build better relationships:

#1 End missed connections

How many times have you had an amazing conversation at a professional event or conference and then forgotten to get some contact information to stay in touch?  I can’t imagine how much better my life would be if I always managed to follow up.  The biggest reason we included the people search features for PeopleNotes was to make sure that you could look up anyone you talked to on the spot without fumbling with business cards or a clumsy CRM system.   Our goal was to make a mobile tool that made entering a new contact as easy as searching Google.

#2 Make people feel cared for

Even with the best intentions we all forget important details about our contacts all the time.   That's a surefire way to torpedo a relationship. Conversely, there is nothing that makes another feel as cared for as remembering the little details - like a recent vacation or favorite food.  We built the QuickNotes feature of PeopleNotes to help anyone jot down the important details of every conversation to make sure they don’t forget anything about their important relationships ever again.

Review information and news before a meeting.  Take notes during and after.

#3 Empower people to choose their relationships

So many relationships rely on serendipity – who you work with, live near, or share friends with - to maintain their social network.  However, relying on fate to choose your relationships often can leave out some amazing connections.   We created the ReConnect function in PeopleNotes to allow you to pick and choose who you want to be reminded to stay in touch with.  This forces you to deliberately make the choice of who your most important contacts are, and helps you remember to keep in touch.

We spent the last five months building PeopleNotes to become the app that helps everyone put these three lessons into practice and build better relationships.  

How Powerful Are You?

At startups we often eschew the notion of politics and power. However, it is an inescapable reality of living as the social creatures we are. As I set on a class on exactly this topic: Power and Influence the professor highlighted the best yardstick for power I’ve heard to date:

Who comes to me for advice?

This metric is particularly effective because it neatly captures both dimensions of trust – Competence and Character.  In order to trust someone’s advice you need to believe in their competence (they will provide you with good data) and their character (they have your best interests at heard.  One without the other (ill intentioned intelligence or well intentioned ignorance) is misleading at best.

Take a couple minutes to map our who trusts you. By these metrics what does your network look like?  How powerful are you?  And, most importantly, how do the people in your circle of trust map to your needs in the relationship (top) row of the Framework for Happiness?