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Following the Rules

How To Keep Track of Followup Emails

Just got back from interviewing Keith Petri, head of biz dev at eDealya and founder of CNSLT.us. Keith did an interview with me a few weeks ago, and here he is again, talking about the best way to keep track of networking contacts.

When I first came to NYC, my goal was to get a job as quick as possible. In order to do that, I had to meet as many people as possible. I also had to build relationships with them.


Strictly professional, of course.

Eventually, my list of people to follow up with, which I was tracking on pieces of paper, became too much to bear and I stopped following up with everyone.

That’s when I reached out to Keith Petri through Ohours and he suggested using Pipedrive to manage sending followup emails. It worked, and I brought him on today to show you how to do it.

Sit back, enjoy this lengthy video, and I hope you come away with one or two things that will help you on your quest to find your dream job.

I hope you liked that, go ahead and thumbs it up on Youtube if you did.

To recap, here’s the full-size screenshot of Keith Petri’s Pipedrive:

keith petri pipedrive

Click to make this way bigger.

Also, here are links to the tools mentioned in the video:

And the email script to use on a cold contact if you ever lose touch:

Hi Mark,
I first want to apologize that we haven’t been able to connect recently. It is my goal to solidify a partnership with your business which in turn will be able to better communicate with your audience with our platform. We have a large list of domestic retailers whom we have worked with over the past 2 years. If this is something that is no longer a priority, I completely understand.
Otherwise, I wanted to reopen the conversation and let you know that your firm would be the ideal partner for us as we continue to work with leading brands. Let me know if you have a few minutes to touch base.

If you want to hear more from Keith Petri, be sure to subscribe to his blog by clicking this sentence.

I hope you have a great week!