5 min
103 | Track the Last Date Contacted Productivity Tip of the Day
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- Business
Track the Last Date Contacted
When we are keeping up with the relationships that matter most, you may not want to systemize and track the date you last contacted someone.
Using a CRM may seem impersonal to building authentic relationships in your online communities and in-person networks.
When we are building those relationships it will take a little more initiative and attention to keep those relationships growing, nurtured, and fulfilled.
So easily we may forget about a relationship and let it slide to the wayside.
All of a sudden that person is no longer a friend, but an acquaintance. It is no one's fault, but it happens.
If it was a relationship that was very important to you, you might feel a bit guilty.
Recognize that that fallout could have been prevented if you had a system to track the relationships that matter the most.
When using a CRM, you don't have to track everyone's birthdays or pets or how many kids they have.
I would like to encourage you to track the last date you contacted them in order to stay on top of that relationship.
This way you can see when the distance has grown between now and the last date contacted. You can assess if you should reach out to them again.
This doesn't have to be hard at all. I do this as part of my daily R.I.Z.E. (Reach Inbox Zero Everywhere). You can get fancy in your CRM and add automations about how often you'd like to contact this person.
We don't want this to feel routine and cold, but it should help you manage each important relationship in your life to make sure it is nurtured.
If you track just one thing about the people that you contact, track the last date you contacted them.
Subscribe to Marian's email series on how to become a Workflow Wonder here: https://workflowwonder.ck.page/81950c040d
Follow Marian on Twitter at https://twitter.com/workflowwonder to see what she's currently working on.
Ready, Set, Done ✅
---
Send in a voice message: https://podcasters.spotify.com/pod/show/productivitytip/message
Track the Last Date Contacted
When we are keeping up with the relationships that matter most, you may not want to systemize and track the date you last contacted someone.
Using a CRM may seem impersonal to building authentic relationships in your online communities and in-person networks.
When we are building those relationships it will take a little more initiative and attention to keep those relationships growing, nurtured, and fulfilled.
So easily we may forget about a relationship and let it slide to the wayside.
All of a sudden that person is no longer a friend, but an acquaintance. It is no one's fault, but it happens.
If it was a relationship that was very important to you, you might feel a bit guilty.
Recognize that that fallout could have been prevented if you had a system to track the relationships that matter the most.
When using a CRM, you don't have to track everyone's birthdays or pets or how many kids they have.
I would like to encourage you to track the last date you contacted them in order to stay on top of that relationship.
This way you can see when the distance has grown between now and the last date contacted. You can assess if you should reach out to them again.
This doesn't have to be hard at all. I do this as part of my daily R.I.Z.E. (Reach Inbox Zero Everywhere). You can get fancy in your CRM and add automations about how often you'd like to contact this person.
We don't want this to feel routine and cold, but it should help you manage each important relationship in your life to make sure it is nurtured.
If you track just one thing about the people that you contact, track the last date you contacted them.
Subscribe to Marian's email series on how to become a Workflow Wonder here: https://workflowwonder.ck.page/81950c040d
Follow Marian on Twitter at https://twitter.com/workflowwonder to see what she's currently working on.
Ready, Set, Done ✅
---
Send in a voice message: https://podcasters.spotify.com/pod/show/productivitytip/message
5 min