I started my new job in early 2014. It was an amazing opportunity, and I have to admit, one of the best jobs I’ve had so far. I learn something new all the time, I get to travel and I feel my expertise is valued. That’s saying a lot. But there’s one thing I knew from the start – the key to success at this job is follow up.
I have ALWAYS been bad at follow up. The sad thing, is that I know “the fortune is in the follow up”, which is a common saying in the network marketing industry. And it’s true. People will just not follow up – so it is up to you to do so if you want to get the job done! This is as true in my business as it is in my job.
Without getting into details, I do risk management projects for a lot of internal clients – at the same time. It involves gathering information, travel, evaluation and reporting. I have about 60 active projects on my plate to date. There is no way to complete them without following up with a multitude of people — constantly!
Because I knew that was not my gift area (as my husband would say, LOL), I created a database that gathered various data from different systems and added some fields where I can keep track of my status and notes. I can filter on my projects in a million different ways. I can check off when I’ve completed all I can do for one project and filter on items that need follow up. I created this system pretty early when I started, and it’s grown since. I am not a database developer, so it’s been a bit painful, but Google has been immensely helpful. I’ve affectionately called my little database “my toy”. And it works!
As I’ve had success at work, I realized that My Toy is the key to ensuring I get the job done. If I wanted to be successful at my business, all I need to do was create a new Toy!
So I did. I have Access 2013 on my PC. I downloaded a “call tracker” database that fits my needs really well. I’ve added some tables and fields so that I can add tasks, create goals, and follow up for customers and prospects. (This blog is part of my goals.) It is in its infancy stages. I will have to work with it before I make any more improvements.
My Toy at work keeps me accountable. I need to transfer my new skillset to my business. Toy 2 should do the trick.
If follow up is your weakness, you don’t need a database to help you. You can use a spreadsheet, a document – even a combination of email and calendars to help keep you on task. I still use all of these things. For example, if I left a voice mail for a customer, I put in my calendar to call them a few days later as a reminder. The point is, figure out a system that helps keeps you accountable and works for you.
I wish you wealth, health, & a happy home! 🙂