Track Your Contacts Better and Stay Organized

One of the keys to being successful in network marketing is to track your contacts well.

Over the years, we’ve tried so many systems. We took advice from others and applied it – but still it seemed like we were falling short.

It’s important to try a new system and then evaluate if it’s helping you until you find one that works. Typically, a trial period of 2 weeks will give you a good idea if it’s helping you track your contacts better and stay organized.

For us, we needed something where we could track new people we met on Facebook, but there were 3 to 5 of them everyday. Not all of those people would accept a friend request though or turn into a client. So we had all of these useless names on our list crowding those important contacts we had made.

Finally – we found a system that works for us so well including a way to track newly accepted friend requests on Facebook, clients, and even set deadlines to check on our clients and reps on our team.

What Our Tracking System Looks Like

When you add someone on Facebook or have a “cold lead” (someone you don’t know yet), you want to put them in a Facebook list.

I did put all of my existing friends in a List on Facebook, but you can start now without doing that. I keep the following Facebook Lists: Local Friends, Reps on My Team, Reps on Another Team, Client, and New Friend.

It’s super easy to put someone into a Facebook list, and this helps you immediately track your contacts better.

The Next Step

Once I’ve talked to the New Friend a little more, I’ll put her name into Asana.com. This allows me to add in a little more about her in the description and also set a deadline to check in with her again. The next time we talk may just be to see how she is doing by commenting on a picture or following up about an event we have going on that I want to invite her to.

Asana is like a virtual notebook. I love this because it keep me on track with only the best potential clients, and you can always create a new notebook to keep track of clients and potential reps to join your team.

You can also add details to each contact or add a tag to organize your contacts that way as well.

The ability set a reminder to follow up has been a lifesaver too. No more wondering if you’ve followed up or if it’s been too long. We set a deadline for any potential client or rep for our team every 2-3 days out.

The option to not have to record EVERY name was really helpful to us, and it kept us from getting overwhelmed. Adding them to a Facebook list – where we do most of our business – kept it easy to keep new contacts organized.

We were also able to connect better with our best potential coaches and clients with Asana because of the reminder feature.

Here’s a Video of How Our System Works

Staying organized and tracking our contacts better has helped us not only grow our business faster because of the follow-up option, but it has led to deeper relationships and a stronger community!

It’s important to take the time to have a system, and it will help you grow faster and without as much stress!