This is for you if you are a Sole Trader, Start-up or Small Independent Business.
What it is
The Networking Tracker has been designed to be easy to use, clear to read and automated for stress-free collation of your Contact Data. This spreadsheet is a way for you as a Small Business or Sole Trader to keep track of your Connections made through Networking and Events, and tracking any Clients or Collaboration status of people you have met.
The Financial Tracker is a way to keep tabs on the financial implications of all the networking and events you attend.
Ask yourself: Am I in the right room? Is this social or work? Are the connections I am making helping me move my business forward?
Attending any event for your business is about visibility, making connections and letting people know what you do, It really isn’t about selling. Making connections with people is far more important and will move your business through referrals and recommendations.
Why you need it
We Network to make connections, collaborations and maybe even, if we are lucky, a few friendships. But it is so easy to swap business cards, connect on Social Media only to lose track of who you have met and where.
This Template was created out of the experience of meeting so many people, and when the need arose not being able to remember names or companies who you could work with. This can be frustrating but it also means that those precious contacts we make often fall by the wayside. Unless you are in the same circle and meet regularly, some really good connections could be lost.
Also the chances of social media closing down your page, or losing your data is a real issue often taken for granted. Having your contacts saved on a spreadsheet means you have total control of your database.
Once you convert your connections to Clients, you can track your meetings, conversations and services you have undertaken. Any personal details like birthdays, remembering family or dog names means your conversations are more friendly as you get to know them and you can celebrate your clients’ milestones with them.
The financial implications of networking regularly should very much be in the front of your mind. We spend our precious time and money at events but are you seeing the return on your investment. The Financial Tracker is a clear way for you to track your spending throughout the year, adding your monthly costs including Membership fees, meeting fees, Refreshments, car parking and, most importantly, your time attending and travelling times your hourly rate.
How you will benefit from updating it regularly
Updating this sheet after every networking event, or even once a week, will mean you capture those conversations, any interest in your services / products, and if you felt you would like to work with them. Don’t underestimate the power of instinct when you meet people, you will find you gravitate to people who suit you and your business and visa versa.
You will find that you won’t have that drawer in your office brimming over with leaflets and business cards, all the information you need is right here.
Keeping your eye on how much you spend at networks and events is a real guide to see if you are networking in the right rooms. The Coffees, the car park fees and those lovely lunches can all add up. Not to mention your time. Don’t underestimate your time, it is your most precious resource and should be used wisely.
Reclaim your time, gain peace of mind, and turn your network into your most valuable asset.
This Spreadsheet Contains: Title Page, Introduction & Instructions, Networking Tracker, Financial Tracker
Grab your copy today !!!
Please note – this is an excel document, please do not import into another software as it may corrupt the formatting and formulas.
If you prefer a Google Sheet a link is available in your confirmation email.