Ask Cath aims to answer your Business Networking questions.
Dear Cath
What is the best way to manage the business
cards and contact information that I receive at a conference?
Kind regards
Stephanie Bednarek
Vice President for Programs
Women in Aerospace
Dear Stephanie
It is very difficult to manage all of the
business cards and follow up that is required after a conference. Most people that
I know, especially those that attend a lot of conferences and networking
functions, have little piles of business cards on their desks that began with
good intentions, but are now ignored – or they get filed without action. Over
the years, I have tried different methods of managing business cards, with
varied amounts of success and have finally found a method that works well – I
find it liberating!
I followed these steps:
1. Invested in a card-scanning app for my
mobile phone. I choose WorldCard Mobile
because it had good reviews. I am not endorsing the product and it works with
varying degrees of accuracy.
2. Scanned my cards before I got home
from the conference. During this trip, I received 110 new cards and was able to
scan them all during breaks at the conference, at the airport lounge, and on
the airplane. It was a bit of an effort and required some discipline.
3. Was selective about the information
collected: Name, Position, Company, and email address only. All other
information I ignored because I hardly ever use it. Also, the scanning
software was more accurate with this information because it is usually
prominently displayed on the cards. If I had corrected addresses, etc, I would
not have finished before I got home and I probably would have given up.
4. The first business day back, I sync’d
the phone with the computer and sorted the physical cards by priority. I do not have any actions for people that do not give me a business card unless they email their details afterwards.
5. Sent thank you
notes/emails to the people that attended my seminar, to the panel from my talk at the
conference, and to the organisers.
6. Sent quasi-generic emails to all
of the contacts that I do not intend on contacting regularly. The email was
easily customized with a few words and personally addressed. Then I filed the
cards. First 100 done!
7. Worked through the 10-15 high
priority contacts. These take more time and I am adding their full contact
details to the database. They get my full attention and follow-up.
I feel liberated because there is no pile
of cards sitting on my desk awaiting my attention. Because all of the email
addresses were waiting in my address book, I have followed up all my new
contacts within two days. The best part is that I was able to spend my first
days back sending follow-up emails, not trying to enter contact data.
Now I am busy following-up and turning the
best new contacts into relationships.
I hope you can make use of these tips and adapt them to your own system.
Kind regards
Cath
Send your networking questions to Ask Cath at connecting@networkingfor.com
Editor's note: letters will be edited for length and content before posting.