📅 2024-12-18 — Session: Contact Management and Strategy Session
🕒 17:25–17:55
🏷️ Labels: Contact Management, Networking, Automation, Strategy, CRM
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The aim of this session was to organize and optimize professional and networking contacts, and to develop strategies for managing these contacts effectively.
Key Activities
- Developed a workflow for organizing and improving a base index with voice or text comments, focusing on pattern identification and strategic observations.
- Created optimized one-liners for networking contacts to highlight backgrounds and potential collaboration opportunities.
- Compiled and organized lists of professional contacts, detailing their relevance and potential connections for future networking efforts.
- Provided instructions for adjusting screen timeout settings on a Samsung Galaxy A20, focusing on battery saving and auto-lock features.
- Analyzed 45 processed contacts, categorizing them into academics, politicians, strategic collaborators, personal relationships, and relationships to rebuild.
- Proposed a detailed plan for scaling contact management using automation, prioritization, and incremental analysis, including steps for data import, priority definition, contact processing, and recommended tools.
Achievements
- Successfully organized and categorized a significant number of contacts.
- Developed strategies for future contact management and collaboration opportunities.
- Provided actionable insights for optimizing contact management processes.
Pending Tasks
- Implement the proposed plan for scaling contact management.
- Continue refining and optimizing contact strategies based on the outlined categories and priorities.