Whether you are taking your networking up a notch or getting ready to raise capital, using these tracking systems will help you stay organized. I used a simple “outreach chart” spreadsheet to track investors and people I met through networking.
Click here to download a sample complete Excel spreadsheet. Click the image below for a sample PDF, or download one of the many apps (e.g. Streak, Contactually, and Insightly) that allow you do to the same. Below is the Active tab of the spreadsheet. To keep things organized, I also created Parking Lot (temporarily inactive) and Inactive (permanent) tabs for contacts who may come up again in the future.