February 2006  
  Meeting Follow-up Checklist

We all know how frustrating it can be when someone new we meet promises to call us about... send us information on... or provide our name to... We want you to be successful when you meet new people, and following through on your promises is the first step. You can also:

  • Send personal notes to those with whom you meet and connect

  • Be the first to refer business to those you meet

  • Send articles of interest to them

  • Take a close look at the organization whose event you attended; consider contacting them and offering to write an article for the organization's publication, or offer to speak at an upcoming event or conference

  • Offer your A-level contacts "free" advice when they have a question; "serve as a resource" to them

  • Call them for lunch or coffee (where you will listen and ask more questions about them and their business)

  • Add them to your contact management system and record all of your interactions and communications with them

  • Put them on newsletter and seminar invitation lists you think would be of interest to them

  • Call them intermittently just to say hello - reconnect - meet for coffee (not just if you need something from them)

  • Create a tickler system to "force you" to stay in touch; schedule them as you would an impending business deadline

  • Look for ways to do joint marketing - to help one another attract new clients

  • Track your efforts: With whom you are networking, next steps, action items, results