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.

Photo for the tip: Why a list helps
TIP 1

Why a list helps

Without a list, good contacts fade. A simple list keeps you organised and relaxed.

TRY THIS
Create one.
Photo for the tip: Choose a simple tool
TIP 2

Choose a simple tool

A spreadsheet, notes app or notebook works. Pick what you will actually use.

TRY THIS
Choose one.
Photo for the tip: Make five columns
TIP 3

Make five columns

Name, where met, one detail, next step and date. Keep it simple.

TRY THIS
Create columns.
Photo for the tip: Add contacts the same day
TIP 4

Add contacts the same day

Do it right after the event. Quick updates keep it fresh.

TRY THIS
Add today.
Photo for the tip: Write one detail for each
TIP 5

Write one detail for each

A short detail makes your next message warm.

TRY THIS
Add one.
Photo for the tip: Write the next step and date
TIP 6

Write the next step and date

A date makes actions real. Put it in your calendar too.

TRY THIS
Add dates.
Photo for the tip: Mark done and waiting
TIP 7

Mark done and waiting

Colours or ticks show what is finished. Visual signs help.

TRY THIS
Mark them.
Photo for the tip: Review every week
TIP 8

Review every week

Spend ten minutes to check dates and add notes. Weekly review keeps the list alive.

TRY THIS
Review weekly.
Photo for the tip: Script: note
TIP 9

Script: note

Maya, designer, loves painting, send the article by Friday. Write it quickly.

TRY THIS
Use it.
Photo for the tip: Script: reminder
TIP 10

Script: reminder

Check in with Alex on the first of next month. Write it clearly.

TRY THIS
Use it.
Photo for the tip: Script: update
TIP 11

Script: update

Met for coffee, she will introduce me to her manager. Write it simply.

TRY THIS
Use it.
Photo for the tip: Mistake: making the list too complicated
TIP 12

Mistake: making the list too complicated

Complicated lists get abandoned, so keep it simple.

TRY THIS
Keep simple.
Photo for the tip: Mistake: never opening the list
TIP 13

Mistake: never opening the list

A list you ignore is useless, so check it weekly.

TRY THIS
Open it.
Photo for the tip: Mistake: treating people like data
TIP 14

Mistake: treating people like data

Remember each is a person, so keep notes kind.

TRY THIS
Be kind.
Photo for the tip: Troubleshoot: when you have no time
TIP 15

Troubleshoot: when you have no time

Add only name and next step. Even that helps.

TRY THIS
Add two things.
Photo for the tip: Troubleshoot: when the list gets long
TIP 16

Troubleshoot: when the list gets long

Sort by top contacts and archive old ones. Focus on active ones.

TRY THIS
Sort it.
Photo for the tip: Drill: build your list today
TIP 17

Drill: build your list today

Add your last ten contacts to a simple list today.

TRY THIS
Do ten.
Photo for the tip: Drill: set a weekly review
TIP 18

Drill: set a weekly review

Add a ten-minute weekly review to your calendar.

TRY THIS
Set it.
Photo for the tip: Add the date of your last contact
TIP 19

Add the date of your last contact

It tells you when to follow up again.

TRY THIS
Add dates.
Photo for the tip: Add how you can help them
TIP 20

Add how you can help them

One line about what they need helps you plan.

TRY THIS
Add needs.
Photo for the tip: Review once a week for ten minutes
TIP 21

Review once a week for ten minutes

A small review keeps the list fresh.

TRY THIS
Set a review.
Photo for the tip: Example: the Monday sheet
TIP 22

Example: the Monday sheet

Rita opened her sheet each Monday and picked three people to message.

TRY THIS
Try Mondays.
Photo for the tip: Example: the notebook list
TIP 23

Example: the notebook list

Sam used a pocket notebook and added new names each night.

TRY THIS
Try a notebook.
Photo for the tip: Troubleshoot: when you forget to update
TIP 24

Troubleshoot: when you forget to update

Add a reminder to review. Habits help.

TRY THIS
Set a reminder.
Photo for the tip: Drill: add three people right now
TIP 25

Drill: add three people right now

Open your list and add three recent contacts.

TRY THIS
Add three.

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.”

NOTE

“She loves painting.”

DATE

“I will message on Friday.”

CHECK

“Let me check my list.”

UPDATE

“I will update it today.”

CLOSE

“My list is current.”

Your first week

One small action a day. Each day is only a little bigger than the last.

DAY 1
Choose a tool
DAY 2
Make columns
DAY 3
Add contacts
DAY 4
Add notes
DAY 5
Add dates
DAY 6
Review weekly
DAY 7
Update

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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These 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.

More lessons in “Following Up After Events”

Keep going. Small steps every day make a big change.

← Previous: Follow Up When They Do Not ReplyNext: Make Follow-Up a Weekly Habit →

  1. Follow Up Within Two Days
  2. Write Notes Before You Forget
  3. Sort Your New Contacts
  4. Write a Short, Warm Message
  5. Remind Them Where You Met
  6. Offer Something Useful
  7. Suggest a Coffee or a Call
  8. Connect on LinkedIn the Right Way
  9. Follow Up When They Do Not Reply
  10. Keep a Simple Tracking List
  11. Make Follow-Up a Weekly Habit
  12. Turn Contacts Into Allies
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