Purpose & Background

Think about the last dinner party, happy hour, or business conference you were at.

Meeting people, shaking hands, and exchanging information felt amazing — like you were in the flow.

Remember how the next day felt though—when you couldn’t quite remember the details of those convos?

• Who was interested in collaborating on a podcast?

• Who mentioned needing your services?

• Who shared that insightful book about multiplying momentum?

  
  

Now, imagine if you had a system where every interaction was captured, categorized, and set up for follow-up.

You wouldn’t just remember those conversations—you’d turn each person into a meaningful connection.

This is the power of automating contact collection and curation.

With a few simple strategies (and systems), you can ensure that every handshake (or Zoom call) leads to momentum for your business.

Everyone knows that automation has changed the game. The below strategies provide recommendations on how you can streamline your system to improve your connections.

The Ingredients for Contact Collection & Curation

Here are 4 ingredients that make up this recipe

1. Use a QR-Code-Based Contact Service

   Forget scribbling on the back of napkins or fumbling with business cards. Tools like Blinq simplify the process of exchanging information with a simple scan.

   It’s free, it’s simple, and you can even create an email signature (see below for mine)

   • How It Works: Share your unique QR code at events or in virtual meetings to instantly capture and share contact details.

   • Pro Tip 1: Spruce up your profile with website, socials, your primary lead capture resource, and of course - your brand colors

   
   

2. Segment Contacts by Suggested Offer or Next Step

   Not all contacts are prioritized equally. I teach clients to categorize their contacts with a Tag and/or a Next Desired Action. You can set up a Zap to add all new contacts in your Google Account to your Notion People database. And then remember to continuously update your contact list with tags to follow-up accordingly

Example Segments:

• Potential podcast guests → Tag as “Guest.”

• Prospective clients → Tag as “Client” and add Next Desired Action to “Schedule Call.”

• Networking peers → Tag as “Community” and Next Desired Action to “Subscribe to Newsletter.”

  
  

Segmentation ensures that every interaction is intentional and tailored to the person’s needs.

1. Add a Next Check-In Date

   If someone told you they were busy with an important project and to check in with them a few weeks, would you email them tomorrow?

   After tagging your list, you can add a Next-Check-In Date so you can prioritize followup by timely follow-ups. Assigning a specific date ensures no follow-up is forgotten.

   In the People database inside of The First System, our free system template, you can add this date next to each person.

   
   

2. Capture Personal Preferences and Key Notes

   Think back on those great conversation you’ve had. Remembering the details—like a mutual interest in AI or their favorite industry conference—can make your follow-ups more impactful.

   Details that I keep tabs on with my clients include:

   • Favorite Food + Morning Beverage

   • Family Details

   • Birthday and Business Birthday

   These notes add flavor to the ongoing relationships you maintain.

   
   

How to Implement this Recipe

Now that you’ve learned the steps, it’s time to put them into practice:

1. Set up a QR-code-based contact tool like Blinq for seamless information sharing.

   • Bonus for setting up Zaps that add new contacts to your People database

2. Organize your contacts into tags and next actions.

3. Prioritize follow-ups by assigning check-in dates for every contact.

4. Document and track personal notes and preferences to build meaningful relationships.

   
   

Multiplying Momentum with Connection Building

Every Million Dollar Machine contains a systematic approach to managing relationships which include: Clients, Partners, Vendors, Community, Investors, and Advisors. By automating your relationship management, business development performance improves which leads to increase in partnerships and eventually revenue.

If you are looking to automate and streamline Connection-building inside of your company, we encourage you to set up a call with our team to discuss viable solutions to help you Keep Moving.