LESSON 10 · FOLLOWING UP AFTER EVENTS
Keep a Simple Tracking List
Eighteen easy tips to keep a simple tracking list, so no good contact is ever forgotten.
A list is your memory. Simple is best.
25 tipsEasy things to say7-day plan
25 tips that really help
These ideas come from Never Eat Alone (Keith Ferrazzi), The Fine Art of the Follow-Up (Steve Gillman), Networking Like a Pro (Ivan Misner), and everyday practice. Pick one tip and try it today.
TIP 1
Why a list helps
Without a list, good contacts fade. A simple list keeps you organised and relaxed.
TIP 2
Choose a simple tool
A spreadsheet, notes app or notebook works. Pick what you will actually use.
TIP 3
Make five columns
Name, where met, one detail, next step and date. Keep it simple.
TIP 4
Add contacts the same day
Do it right after the event. Quick updates keep it fresh.
TIP 5
Write one detail for each
A short detail makes your next message warm.
TIP 6
Write the next step and date
A date makes actions real. Put it in your calendar too.
TIP 7
Mark done and waiting
Colours or ticks show what is finished. Visual signs help.
TIP 8
Review every week
Spend ten minutes to check dates and add notes. Weekly review keeps the list alive.
TIP 9
Script: note
Maya, designer, loves painting, send the article by Friday. Write it quickly.
TIP 10
Script: reminder
Check in with Alex on the first of next month. Write it clearly.
TIP 11
Script: update
Met for coffee, she will introduce me to her manager. Write it simply.
TIP 12
Mistake: making the list too complicated
Complicated lists get abandoned, so keep it simple.
TIP 13
Mistake: never opening the list
A list you ignore is useless, so check it weekly.
TIP 14
Mistake: treating people like data
Remember each is a person, so keep notes kind.
TIP 15
Troubleshoot: when you have no time
Add only name and next step. Even that helps.
TIP 16
Troubleshoot: when the list gets long
Sort by top contacts and archive old ones. Focus on active ones.
TIP 17
Drill: build your list today
Add your last ten contacts to a simple list today.
TIP 18
Drill: set a weekly review
Add a ten-minute weekly review to your calendar.
TIP 19
Add the date of your last contact
It tells you when to follow up again.
TIP 20
Add how you can help them
One line about what they need helps you plan.
TIP 21
Review once a week for ten minutes
A small review keeps the list fresh.
TIP 22
Example: the Monday sheet
Rita opened her sheet each Monday and picked three people to message.
TIP 23
Example: the notebook list
Sam used a pocket notebook and added new names each night.
TIP 24
Troubleshoot: when you forget to update
Add a reminder to review. Habits help.
TIP 25
Drill: add three people right now
Open your list and add three recent contacts.
Easy things to say
When you are stuck, pick one of these. They work in many networking and career moments.
ADD
“Let me add Maya to my list.”
DATE
“I will message on Friday.”
UPDATE
“I will update it today.”
Your first week
One small action a day. Each day is only a little bigger than the last.
Further reading
- Never Eat Alone (Keith Ferrazzi)
- The Fine Art of the Follow-Up (Steve Gillman)
- Networking Like a Pro (Ivan Misner)
The tips above are written in our own words and are general guidance. The books are suggestions for further reading.
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Start freeThese lessons share general learning and everyday ideas. They are not medical or mental health advice. If you feel very anxious, low or unwell, please talk to a doctor or a qualified professional.