1. Tools and Tips

My New Rules for Contact Management

I&;ve been noticing in my Outlook contacts that there&39;s a lot of dead wood – namely, people who I have no clue who they are, or who I think it&39;s extremely unlikely I&39;ll speak to again (if I do, we can exchange business cards (or Poken, perhaps – I ordered one on Rohit Bhargava&39;s suggestion).

Tim Sanders recently wrote about "dropping a few email pounds," a great visual, and he noted how bloated Outlook gets. I&39;ve been trimming the fat here.

In case it&39;s helpful, here are the criteria I use:

  • Some contacts just have an email address, no name. Nearly 100% of these were scraped from some contact management software like LinkedIn&39;s plugin. I delete almost all of these, though a few I do edit and file properly.
  • Sometimes I just have the name and email address. I delete the vast majority of these – they&39;re people who I never bothered to even enter a company name.
  • Sometimes I forget how I know people and there are notes, or a link to their LinkedIn profile denoting we&39;re connected. I keep almost all of these.
  • There are a handful of people, such as distant college acquaintances, who I&39;m not in touch with and don&39;t plan to be, so however complete their contact information is (it&39;s likely outdated), I can afford to let those go.

Based on these criteria, I&39;ve cut a couple hundred contacts in recent months, and I&39;ve cut far more than I&39;ve added – which feels good right now, as it provides some focus on people who I should remain in touch with.

Do you do this contact paring? Have any rules to share?

Comments to: My New Rules for Contact Management

Your email address will not be published. Required fields are marked *

Want to get all the updates in your inbox?

Want to get all the updates in your inbox?

Get the Serial Marketer Weekly​



Join our community that brings global marketers together!

Join our community that brings global marketers together!

Every month, dozens of others join and add to the success stories of professionals who find business partners, save time vetting technologies, meet inspiring people, and learn new ideas that help them further excel in their roles and careers.