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Terry uses it · Find clients · No. 5
Snap the business cards from an event into a sheet, with what you talked about and the next step
- The problem
- Back from an event with a stack of cards; three days later you can't remember who's who.
- Before
- Cards go in a drawer; WeChat contacts added with no notes.
- Now
- Take a photo and it goes into a sheet: name, company, where you met, what you discussed, next step. The next day it reminds you who to follow up.
- You do
- Whether to follow up is your call.
- Runs
- When you take the photo
- Tools
- Phone + ChatGPT
Contacts you don't organise are contacts you never made.