Touch Base Tracker Routine Regulars

Name Company Contact Info Where We Met Notes Follow Up Date Done Notes From The Conversation
Garth Fort Adventure Works Project Manager Trade show 2010 Ask about daughter Sandy and how 3/3/2019 NO
[email protected] remodel is going. Has distaste for large
(234) 555-0134 groups and spicy food.
adventure-works.com
linkedin.com/in/garth-fort

Name Company Name Job title Location Put in any notes you want to remember 2/20/2019 YES
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Name Company Name Job title Location Put in any notes you want to remember 2/20/2019 NO
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Name Company Name Job title Location Put in any notes you want to remember 3/1/2019 NO
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Page 1 of 8
 Touch Base Tracker Occasional Acquaintances

Name Company Contact Info Where We Met Notes Follow Up Date Done Notes From The Conversation
Garth Fort Adventure Works Resourcing Manager Vacation in Vermont 2016 Handy for both hiring contact as well as 5/24/2019 NO
[email protected] marketing questions
(434) 555-0123
www.adventure-works.com
linkedin.com/in/garth-fort

Name Company Name Job title Location Put in any notes you want to remember 2/20/2019 YES
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Name Company Name Job title Location Put in any notes you want to remember 2/20/2019 NO
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Name Company Name Job title Location Put in any notes you want to remember 4/4/2019 NO
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Page 2 of 8
 Touch Base Tracker Potential Prospects

Name Company Contact Info Where We Met Notes Follow Up Date Done Notes From The Conversation
Garth Fort Freelancer Designer Son's graduation 2016 Recent grad - very skilled. May be useful 5/23/2019 NO
[email protected] for future clients.
425-555-0123
example.com
linkedin.com/in/garth-fort

Name Company Name Job title Location Put in any notes you want to remember 2/20/2019 YES
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Name Company Name Job title Location Put in any notes you want to remember 2/20/2019 NO
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Name Company Name Job title Location Put in any notes you want to remember 3/25/2019 NO
Email address about this person; where you met, what
Phone number you talked about, what you want to bring
Website up next time you speak, etc.
Social profile links

Page 3 of 8
 Touch Base Tracker Directions

1. Decide which category your contact falls into:

• Routine Regulars - people you'd like to keep in touch with on a very regular basis
• Occasional Acquaintances - people you'd like to check in with a few times a year
• Potential Prospects - people/companies you'd like to keep on file in order to reach out when the time presents itself

2. Open the corresponding worksheet tab.

3. Enter in their info (to create a new line in a cell, press Alt+Enter in Windows or Option+Return on a Mac).
Check here for new line instructions for mobile Excel apps.

4. In the Follow Up Date column, delete sample date/formula, enter when you'd like to reach out to them,
and then press Enter.
5. The Follow Up Date column will show red when the date is very near, yellow when it's approaching, and
green when you have plenty of time.

6. As the follow up date gets closer, the color will change accordingly.

7. Once you've reached out to your contact, type YES in the Done? column. It will grey out the date.

8. If you want to reach out to them again, replace YES with NO, and type a new Follow Up Date.

Red Yellow Green

Routine Regulars 1-3 days away 4-7 days away 8-14+ days away
Occasional Acquaintances 1-7 days away 8-45 days away 46-90+ days away
Potential Prospects 1-14 days away 15-60 days away 60-120+ days away
 Network Expansion Plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone calls, travel
more, etc.). Then every time you get a new contact, change the Actual Contacts Made number
to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly Contact Goal Deadline Actual Quarterly Contacts Made Results

20 2/23/2019 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based on

percentage reached

Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 5 of 8
 Network Expansion Plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone calls, travel
more, etc.). Then every time you get a new contact, change the Actual Contacts Made number
to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly Contact Goal Deadline Actual Quarterly Contacts Made Results

20 2/23/2019 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based on

percentage reached

Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 6 of 8
 Network Expansion Plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone calls, travel
more, etc.). Then every time you get a new contact, change the Actual Contacts Made number
to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly Contact Goal Deadline Actual Quarterly Contacts Made Results

20 2/23/2019 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based on

percentage reached

Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 7 of 8
 Network Expansion Plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone calls, travel
more, etc.). Then every time you get a new contact, change the Actual Contacts Made number
to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly Contact Goal Deadline Actual Quarterly Contacts Made Results

20 2/23/2019 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based on

percentage reached

Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 8 of 8