Create a contact management system that works for you. Learn how to organize, tag, and back up important contact information—business cards, social media connections, and more.
- In the fast-paced world of business, one of the biggest challenges is keeping in touch with important contacts. Sometimes it can be overwhelming simply organizing and managing the contact information you receive on a regular basis. Whether they're a close business partner or you found a strong connection while networking, nurturing these relationships is essential to your business and personal growth. Creating a strong, efficient contact management system can ensure you'll find the information you need when and where you need it, whether that's on the road or in your office.
And it's really not that hard. My name is Susana Kay, and I'm a professional organizer and productivity trainer. I've been working for over a decade helping people find tools and create systems to increase efficiency and reduce stress. In this course, we'll talk about how to organize your contact information to fit your personality and business needs. We'll talk about the pros and cons of both virtual and paper systems, how to manage social media contacts, the best scanners and software to help you digitize your information, using notes to record important information, creating keywords and tags to make finding the information you need easier, and purging unnecessary information.
We'll finish our discussion with how to protect your valuable data with backups. This course will help you create stronger connections and follow up systems, save time managing your information, and get the clutter of piles of business cards out of your way, so you can spend your time on what really matters, building your relationships. So let's get started.