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This Is How You Turn Business Cards Into Business Opportunities

This Is How You Turn Business Cards Into Business Opportunities
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Networking with business cards is not dead. In fact, the digital age has brought about great opportunities for successfully connecting and following up after exchanging business cards.

Below, you’ll learn how to develop a follow-up system and turn your business cards into business opportunities.

Here is the basic formula:

  1. get your contact’s card
  2. digitize the card
  3. create a follow-up action list for each contact
  4. establish an objective for each contact
  5. create a memorable message for each contact
  6. send an email including a video and a call to action
  7. document next steps on your action list

Use your business cards to get business cards

Think of a business card less as a representation of yourself and more as a business card magnet. Your card is the key to exchanging more cards. Simply by having one, and offering it wherever you can, you’re encouraging a reciprocal relationship to form. Instead of worrying about the font or the color of your card, practice your approach to handing over your card in a way that ensures you get a card back. This is important, because once you nail that part, you can own the process of following up.

Business card exchange tips:

Get personal. When you connect with a lot of people, it can be easy to become a networking drone, and fall into predictable patterns. Your contacts likely experience the same thing. Shake up your interaction. Connect on topics related to something outside of business, like a hometown, sports team, or your love of dogs. Bond over something that helps your contacts remember you, and you remember your contacts.

Study your contact’s card before putting it away. Associate the moment with the information on the card to help you recall it.

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Cultures outside the US expect more formal business card etiquette. You can find a good overview of other countries’ customs here.

Build a system to simplify your follow-up process

Evernote is by far the best way to automate your follow up process. It’s a free program (with options to upgrade) and it excels at making hard documents like business cards searchable. Simply use the Evernote app to take a picture of the card with your phone. Evernote will pull the information from the business card, and store a picture of the card as well.

Automating your follow-up process with Evernote

Build a ‘Contacts’ Notebook. This is where you will scan business cards into, and where you will store important information about your contacts.

Create a Follow-up Template as a note. Creating one template now saves you time later. Copy this note every time you add a contact, and name that note after your contact.

Components of your Follow-up Template:

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  • Objective: what do you want this relationship to be? A potential customer? A connection for a job down the line?
  • Follow-up action items: use checkboxes.

Screenshot 2015-07-16 16.23.17 copy
    • Notes: what did you talk about when you exchanged cards? Keep note of anything memorable to jog their memory of the conversation and establish a personal connection.
    • Next steps: paraphrase their response here. Maybe they need more information from you, or they have sent you an action you need to take. Record that information here and list further action steps as needed.

    Screenshot 2015-07-16 16.23.17
      Using Tags

      Tags are a great Evernote feature that allows you customize your data even further. You can use tags to describe the stages your contact relationship is in with “follow-up”, “intro call”, or “monthly client”.

      Tags can also be used to keep track of dates: “Followed up on 7/1,” or, “Replied on 7/4.”

      Keeping track of these dates can be useful in evaluating whether it’s time to reach out again. Tags are important when you have a lot of contacts to manage. With Evernote, you can search for multiple tags at the same time, which allows you to cross-reference your contacts.

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      Other Follow-up Evernote Tips

      The Evernote Web Clipper is an excellent browser extension that you can use to save emails, files or webpages your contacts share with you. Evernote integrates beautifully with Gmail if you want to keep a copy of your email. Make sure you tag the email to keep it grouped with the other contact information.

      If you prefer to handwrite your notes, Evernote can be used with more than just business cards. You can take a picture using the Evernote app and your handwritten notes will be searchable, and you can also tag them.

      The three parts of a successful introduction email

      Now that you have a system in place, it’s time to focus on the most important part: your introduction email. There are three parts of a successful email:

      Know your purpose. Networking without an objective is a waste of your time and your contact’s time. Know exactly where you want this relationship to go. Are you looking for a client, a mentor, a connection at a company? Use this objective to shape your introduction email.

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      Create a memorable message in your email. Chances are you’re business card was one of many business cards your contact has collected. You’re likely also one of many people to follow up after providing their card to the contact. You want to be distinctive, increasing your likelihood of a response. Shari Alexander records a two minute video to send to her contacts, and with this process has achieved a 100% response rate. A simple video will not only stand out, it will remind them of who you are, especially if you include a personal note in your video.

      If video isn’t your speed, try a picture with a handwritten card, such as: “Great to meet you at Sales Con, John.” You are still benefiting from the ‘face to face’ connection, but without the time requirement of making a video.

      If their business card includes an address, you could forgo the email completely and write a handwritten card. It’s a lovely call back to the days of business past; it’s a showcase of how much you valued meeting them, and it’s a treat for them to receive something so personal in the mail.

      Include a call to action, and make it easy. Do you want to set up a call with your contact? Do you want to meet them for coffee? Do you want to invite them to your event? State this call to action clearly, and compel them to act by making it irresistible. Propose some dates and times, or link to your calendar. Eliminate any barriers for your contacts choosing to act. A memorable message will help prime them to say yes, so make it incredibly easy for them to do so.

      Act Now

      Most people won’t act on this advice. Why? Because it can seem like a lot of work. But if you make the time now to set up a system, following up with your contacts won’t be a lot of work at all. It will be a snap for you to stay on top of all your connections and stand out as a networking superstar.

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      So what are you waiting for?

      Featured photo credit: flazingo.com via flic.kr

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      Published on July 27, 2021

      15 Smart Video Conferencing Etiquette Tips to Follow

      15 Smart Video Conferencing Etiquette Tips to Follow
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      During the pandemic, video conferencing replaced in-person meetings and has now become the standard option for business meetings. Over the past 17 months, most workers have gotten past the video conferencing learning curve with Zoom or Microsoft Teams (or their platform of choice).

      But just as with in-person meetings, attention can wax and wane. Some say we’re just not used to staring at ourselves so much on the screen. Instead of fixating on that, try employing smart video conferencing etiquette, or you may risk indiscretions that will flag you as a slacker.

      Put the Pro in Professional

      After more than a year of fine-tuning, here are the new rules of video conferencing etiquette.

      1. Mute Your Mobile and Other Devices

      The first video conference etiquette you need to know is muting your other devices. Just as in the pre-COVID days, someone’s obnoxious ring tone blaring Taylor Swift’s newest single in the middle of a meeting is also an annoyance if it happens during a Zoom meeting and so is the inevitable fumbling to turn off the sound. Even the apologies to the group get tiresome.

      Also, when notifications are activated on the computer that you’re using for the meeting, the incoming message takes over the audio and you’ll miss out on snippets of the conversation. Be sure to eliminate this possible faux pas.

      2. Dress the Part

      While working from home, you may have fallen into the habit of slipping on your comfiest T-shirt each day. Hey, no judgments! But before you log on to your video conference, try to make an effort with your appearance.

      Depending on your company culture and the importance of your meeting, consider dressing the part of the professional whom you wish to project. It will help you feel more self-assured, and others will likely take you more seriously.

      For women, wear light make-up, put on earrings, and make sure your blouse is crisply pressed. For men, show up freshly shaved. Wearing a crisp collared shirt in a solid color will usually suffice.

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      Pro Tip: Stay away from wearing white or black, unless those colors look great on you. Consider wearing light blue or brown instead.

      3. Stage Your Workspace

      Have you noticed the backdrops of experts interviewed on news shows? Bookshelves and photographs are carefully curated, and no busy-patterned furniture or artwork is in sight.

      Take note of what appears behind you when you choose the location of your video conferences. Piles of junk mail on the table or stacks of folded laundry on the couch will convey more about your personal life than you care to share. Make sure you remove clutter from the camera’s eye, and present a tidy, orderly workspace to your colleagues, coworkers, and bosses.

      4. Put Some Thought Into Lighting and Perspective

      Be aware that in a video conference, your computer camera can actually make you look up to ten pounds heavier depending on where you sit. But you can easily drop those added pounds by moving back from the screen to diminish the wide-angle distortion.

      Frame your head on the screen by tilting the screen up or down. Also, it’s best to not place yourself in front of a window or bright light, which makes you appear in shadow. Instead, face the light source, moving it (or yourself) until you have a flattering amount of illumination. You can also purchase some small spotlights that allow you to add light as needed.

      Pro Tip: If your lights add too much redness to your skin, consider counter-balancing with a green filter.

      Remember That Half of Life Is Showing Up

      5. Arrive on Time

      In the old days of in-person meetings, it was nearly impossible to slip in late into a meeting unnoticed. In today’s video conferences, logging in late still shows poor form. Instead, strive to arrive five minutes early and get yourself settled.

      Once the meeting is underway, the host may be less attentive about late arrivals waiting to be let in. Diverting the host’s attention away from the meeting with a tardy entry request is the ultimate giveaway that you didn’t honor the schedule. If you don’t want a black mark against you, log in on time.

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      6. Turn on Your Video

      Few people like to see their face on the screen, but buck up and turn on your camera in video conferences. In most cases, it’s better to be a face on a screen than a name in a blank square. Your statements will be more memorable when other meeting attendees can see you.

      If you need to turn off the video, either because of a poor connection, some commotion in the room, or a need for a quick break, give a short explanation via the chat feature. Then, go back on video as soon as you’re able.

      Pro Tip: Keep your explanation for your departure pithy. “Sorry! Doorbell rang. Back in five” says it all. Be sure to honor what you say in chat and really do return in five minutes.

      7. Plan Ahead Before Sharing Your Screen

      Don’t be one of those people who makes everyone else wait as you click through folders in search of a document. That’s just poor video conferencing etiquette. If you know you’ll need to share a document or video on your screen, prepare by pulling it out of its folder and onto your desktop. Also, clean up the files and folders on your desktop to reduce clutter and facilitate easy access. Close other programs like chat, calendar notifications, and email. Disable pop-up notifications to ensure there’ll be no unforeseen distractions.

      Be sure to remind the host before the meeting that you’ll need them to activate the screen-sharing function. Show courtesy once you’re finished by hitting “stop share” to return to the screen with participants.

      Attend to the Pesky Details

      8. Make Sure That Meetings Remain Right-Sized

      With the easy accessibility of video conferencing, it can be tempting to extend the meeting invitation beyond the core group and include everyone peripherally involved in a project. But just as with in-person meetings, the more people involved, the more unwieldy the meeting becomes.

      Use good judgment when asking others to sit through a video conference so that you don’t needlessly take up others’ time and so that participants can be fully engaged.

      9. Remember to “Unmute” Before You Speak

      Most of us are likely able to count on one hand the number of video conferences when someone didn’t have to be reminded, “You’re on mute!” Forgetting to unmute before speaking has become one of the most common missteps in video conferencing.[1]

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      Show everyone your impeccable video-conferencing poise by managing your mute feature with flawless control.

      10. Stay on Point to Keep the Meeting Length in Check

      As with in-person meetings, an agenda with assigned time limits for discussions remains necessary to keep a meeting focused. Data shows, however, that video conferencing can actually reduce meeting time.[2] Reasons include the elimination of commuting time and the ability to screen share and annotate to keep everyone on task.

      Additionally, side conversations are virtually impossible with video conferencing now that you can no longer have back-and-forth exchanges with the person beside you.

      Pro Tip: If you’re running the meeting, let attendees know in advance the protocol for the chat feature. Is it okay for them to “chat among themselves” or not? (See point 11, as well.)

      Talking Has a Time and a Place

      11. Chat Appropriately

      Just like side conversations or texting in an in-person meeting, the use of the chat feature during a video conference can be disrespectful unless it’s directed to all participants. Hence, it’s good video conferencing etiquette to mind your use of the chat.

      At the start of the meeting, you may want to ask the host if it’s alright for participants to use the chat feature. This allows them to disable it if they choose. Used appropriately, it can be a helpful tool to clarify or amplify an earlier point once the conversation has moved on or to let the group know that you need to sign off early (and why).

      12. Use the “Raise Hand” Feature to Avoid Interruptions

      The slight lag in many video conferences can result in speaking over another person if you attempt to jump into a conversation. To avoid this awkward interruption, indicate when you have something to add to the discussion with the raise-your-hand feature that signals the host you would like to speak. This effective meeting management device makes video conferencing run more smoothly, especially with a large group, but it must be activated and monitored by the host.

      Pro Tip: For meetings of six to ten people, sometimes the old-fashioned raising of your physical hand may be the best option. But it’s up to the meeting host. Ask them what they would prefer, and follow that.

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      13. Don’t Record the Session or Take Photos Without Prior Permission

      In this case, not sharing is caring. The “sharing culture” made popular through social media has little place in video conferencing. Before recording a meeting or capturing a screenshot of the participants, always ask for consent in advance from the full roster of attendees. Knowing that a video conference will be photographed or recorded could have a bearing on what others are willing to discuss.

      Manage Yourself

      14. Minimize Distractions

      While de-activating audio and video features can keep distractions from affecting the other participants, you will need to manage noise and disruptions on your end to give your full attention to the meeting.

      Move out of high-traffic zones in your home, keep your door closed, and ask family members to be considerate.

      15. Save Snacking for Later

      Save snacking for later—or earlier. Eating while on video conference is a no-no. Munching in front of the group while close to the camera—as you are when video conferencing—subjects the participants to an up-close and (too) personal view of your food consumption process.

      However, it’s perfectly fine to sip quietly from a glass of water or cup of coffee or tea. If the meeting threatens to last for more than two hours, you may want to ask the host in advance to schedule a five-minute break at the halfway point.

      Final Thoughts

      Even though bosses are now beginning to ask workers to spend some of their workdays on-site, up to 80 percent will permit employees to work remotely at least part of the time, which means more video conferencing in your future.[3] Mastering these video conferencing etiquette tips will help you dial in—as well as dial back—your participation and demonstrate your unwavering level of engagement to the team.

      Featured photo credit: Chris Montgomery via unsplash.com

      Reference

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