📅 2024-12-18 — Session: Refinement and Categorization of Contacts
🕒 18:10–18:50
🏷️ Labels: Contact Management, Networking, Strategy, Relationship Management, Categorization
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to refine and categorize a list of contacts to enhance relationship management and strategic networking.
Key Activities
- Presented a refined and categorized list of contacts divided into personal, academic, investigative, strategic, and political relationships.
- Organized strategic contacts with recommended actions for engagement.
- Continued processing contacts, aiming to reach a specific number or reevaluate strategy.
- Developed one-liners for strategic and academic connections, categorizing them into strategic, academic, latent, and discarded relationships.
- Outlined a dynamic system for managing contacts, linking them to actionable processes.
- Proposed structured strategies for contact management, facilitating strategic decision-making.
- Organized one-liners categorizing personal, strategic, academic, and professional contacts with recommended actions.
- Summarized relationships and action strategies, focusing on political conflicts and maintaining positive ties.
- Recommended strategies for strengthening political and professional ties.
Achievements
- Successfully categorized and organized contacts into actionable groups.
- Developed strategies and recommended actions for each category, enhancing the strategic management of relationships.
Pending Tasks
- Continue processing remaining contacts to reach the target number.
- Implement the dynamic system for ongoing contact management.
- Follow up on recommended actions to strengthen and evaluate strategic ties.