Event contacts management
Event contacts management
v1.0.2
Lujun
This template helps you organize events and contacts effectively, allowing you to log key details, expanded into a complete personal CRM for managing and nurturing your professional network.
📣 Marketing
💼 Sales
Included Resources
Events
People
New Contact Form
Workflow Graph
Workflow Graph
Workflow of Event contacts management
Release Notes
Release Notes
Release notes of Event contacts management
Overview
Are you headed to an important event or conference? Use this Event Contacts Management template to easily keep track of the professional connections you make. This template is designed to help you organize events and contacts in a streamlined way, allowing you to log essential details, link to LinkedIn and GitHub profiles, and record notes on discussions. It’s a flexible starting point that you can build upon to create a full personal CRM for networking.
Template Structure
This template is organized into two main databases: Events and People.
Events
The Events database is where you can record all relevant information about each event you attend.This database allows you to have a quick view of the events you’re attending, helping you keep track of timing and locations.
People
The People database is designed to capture details of each contact you meet.This structure enables you to efficiently record details about each contact, making it easy to follow up or reference your previous discussions.
New Contact Form
The New Contact Form is designed for easy data entry when adding new contacts to the People database. This form includes fields for essential information, enabling quick and accurate data collection. Simply enter each contact's Name, Email, Phone, Company, What Did We Discuss, and profile links (LinkedIn or GitHub). This form streamlines the contact entry process, especially when adding multiple contacts after an event.
How to Use the Template
- Add Event Details: Start by filling out the Events table with information about each event or conference.
- Log Contacts with the New Contact Form: Use the New Contact Form to quickly add contacts after meeting them at an event. The data will populate into the People table.
- Track Interactions: In the What Did We Discuss and Date fields, note conversation topics and interaction dates. This helps you remember key points for follow-ups.
- Customize as Needed: Expand the template into a full personal CRM by adding fields like “Follow-Up Date” or “Contact Priority.”
Key Features
- Centralized Event & Contact Management: Consolidate all event and contact information in one place.
- Easy Contact Entry with New Contact Form: Streamlined data entry for contacts after events.
- LinkedIn & GitHub Integration: Include professional profile links for each contact.
- Flexible Customization: Modify the template to serve broader CRM needs.
- Discussion Notes: Log conversation details for easier recall.