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Relationship organization

Remember the people. Remember the story.

Unlimited contacts, one organized place

You meet people everywhere. The challenge is not meeting more of them. It is remembering who they are, why you connected, what you discussed, and what should happen next.

A contact in your networkMet at the spring mixer
Referral partner
HistoryDetailsNotesDocumentsNext steps
How you metIntroduced by a mutual client at an industry event
First callTalked through what each of you actually does
Two referrals sentBoth logged against this relationship
Due for a catch-upIt has been a while since the last conversation
Every contact has a story

A name and a phone number only tell you so much.

Keep the details, notes and interactions connected, so you are not starting from scratch every time you reconnect.

MetThe introduction

Where it happened and who made it.

TalkedThe conversation

What they needed and what you offered.

NotedThe detail

The thing you would otherwise forget.

OwedThe next step

What you said you would do.

ReturnedThe reconnection

Picking up where you actually left off.

Stop searching, start connecting

Four things a real contact record gives you.

Keep everyone in one placeBuild your network without worrying about contact limits or which list someone ended up on.
Understand your relationshipsOrganize people by the role they play in your business, not by one undifferentiated list.
Remember what mattersContext and history stay attached to the person they belong to.
Know who needs attentionSee who has gone quiet, so the next conversation is deliberate instead of random.
Next step

Your network is more valuable when you know what is in it.

From a new introduction to a long-standing business relationship, Segwik keeps you organized and ready for the next conversation.