How to avoid amassing untouched stacks of business cards that you should use for follow-up.

Here’s how it happens…

You get back to your office, having met some interesting new contacts, armed with their business cards and good intentions of following up. You take those cards, maybe flip through them to remind yourself of who’s most interesting, and then you put them somewhere safe, so you won’t forget. My “safe spot” was always on a bookcase just behind my desk. Yours might be your credenza or your desk drawer.

You think about following up with your new contacts. You want to find just the right opener. Something personal, to help recall your conversation, or better yet something you can share that brings value and is connected to your conversation.

And then you get distracted by a deadline or a phone call or someone dropping by your office with a quick question. Your thoughts shift to the task in front of you, and you remind yourself that you need to get back to that stack of cards.

The cycle repeats itself over the next few hours or days or even weeks. Having delayed this long to get in touch with your new contacts, you feel a pressure to have a strong follow-up. “Nice to meet you” just doesn’t cut it after two weeks, does it? But the memory of the conversations is getting dimmer, and you’re finding it harder and harder to come up with a good enough follow-up. Plus those distractions just keep coming.

And then, weeks or months later, you look at the stack of cards, sigh, and throw them away, resolving to do better next time. And you rationalize it. The contact wasn’t that interesting. The opportunity wasn’t that promising. Besides, they didn’t contact you either. Networking is a two-way street, and if they didn’t do their part, it’s ok that you never quite got around to the follow-up.

Sound familiar? Here are three steps you can use to shift this experience, follow up consistently, and get better results from your networking.

  1. Make a few notes immediately after networking so you can remember your new contacts. As soon as you leave the meeting, jot a few key words on the back of your new contact’s business card. If you’re a talker, dictate your notes using a service that will email a transcript to you right away. (You can find multiple apps, or use a service like LegalTypist.) Import the notes into a contact management system so you can use them for initial follow-up and to lay the groundwork for future contact.
  2. Have a deadline for your follow-up, with a personal “no extension” policy. Resolve that you will follow up within one to two days at the absolute outside, no matter what. (Nancy Fox suggests using the 30 minutes after a meeting for follow-up.) Set your deadline in advance and make it a part of your follow-up system.
  3. Extra credit: plan “connection time” at least twice a week. Use it for follow-up when you’ve met new contacts, or to connect with someone on your “A list” of contacts if not.
  4. Use a template to make your initial contacts easier. Use a template that you adapt to the circumstances, so your follow-up is always personal but never created from scratch. Having a starting point makes it much more likely you’ll get the initial follow-up done, whether your system calls for follow-up by telephone, email, or handwritten note. 

Once you’ve made your initial follow-up contact, calendar your next contact. You may not get a response to your initial follow-up, so be sure you know when you’ll be back in touch and how you’ll make that contact.

Networking without follow-up is a waste of time. Consistency builds relationships, and successful business development requires relationships, not just contacts. Implement your follow-up system today—especially if you have business cards collecting dust!

How to Decide Whether to Write an Article, Deliver a Presentation, or Attend a Conference

“Should I write an article for this publication? Should I accept this invitation to speak? Should I attend this conference?” Since neither time nor money is unlimited, you’ll have to make some difficult decisions about which business development activities to pursue and which to let pass.

Especially if you’re eager to get new business, it’s easy to accept any opportunity that crosses your path. Accepting scattershot opportunities will leave you with scattershot results, sap your energy and resources, and ultimately leave you exhausted.

When you’re evaluating an opportunity, ask yourself the following questions:

  1. Will this activity reach the right audience?  Whether it’s writing for, speaking to, or networking with the wrong audience will not bring enough benefit to justify the investment of time, so ask this foundational question before you begin. Your business development plan will define the right audience. Who are your ideal clients and referral sources? That’s your audience.
  2. How much time will this require?  Be realistic in your estimate – before you begin.

  3. What results would make the expenditure of time worthwhile? As with any business development activity, you must measure the results that you get. What’s more, you must know, before you begin, what results would make it worthwhile for you to have undertaken this activity.
  4. What’s the opportunity cost of this activity?In other words, if you take on this activity, what must you give up? Look at the cost in both time and money. Consider, before you begin, whether you would be better advised to invest elsewhere.
  5. What non-business development benefits will you get from the activity? Depending on your stage in practice and your personal finances (or revenue from your practice), other benefits may outweigh a lack of clear business development payoff.

Depending on your strategy and plans, any activity can be a simple way to increase your professional reach or a time-consuming and ineffective approach.  Going through these questions will help you to make foundational decisions that will get you on the right track—before you undertake any new activity.

Will your clients and contacts think of you first when they need help?

Jon, a mid career lawyer working in a boutique law firm, handles white-collar criminal defense matters. Most of his clients come through referrals from other lawyers. Far too often, those lawyers fail to appreciate that they need someone who practices in the area every day. Instead, they try to handle a matter themselves. After doing the best they can and finding that their best is insufficient, they discover that they need someone who knows the government prosecutors and who can read the subtle signals in government requests.  That’s where Jon comes into the picture.

Jon can only get referrals early in the process—early enough to be of maximum assistance to the client—if the lawyers who send those referrals, think of him as soon as a white collar issue arises. A prevalent myth holds that simply being a great lawyer who gets great results is enough to bring in business. Unfortunately, if you are not top-of-mind for your clients and contacts, they won’t think to call you even if they do need you. What’s more, especially if you deal with clients who are not legally sophisticated, they may need you and not even know it. 

In an ideal world, your contacts will always think to call you when there’s a matter with which you might be able to help. In the real world, your contacts are likely to be so preoccupied with their own concerns that they won’t think of you unless you have taken steps to ensure that they know your skills and that you regularly engage with them.

What’s the solution? Deliver interesting and useful information to your clients (including former clients) and contacts on a regular basis, and use that delivery of information to build and maintain relationships with them.  When you engage in a useful way with your contacts, you raise your profile with those contacts. You may become the go-to person in a particular area of practice by virtue of the relationships you build over time.

Here’s what you need to do:

  • Create a clear description of your practice, including examples. Test it to be sure that a wide variety of people understand what you do and what kind of work you handle.
  • Share that description (in a natural way) when you talk with others, and share the stories that will root that description in their memory. We’d all like to believe that a single explanation of the work we do is sufficient, but chances are that it isn’t.
  • Look for opportunities to deliver useful information. That delivery can come in the form of widely distributed newsletters or client alerts, or you can send interesting articles or thought snippets one-by-one. Just be sure the information you share is relevant and adds value for the recipient.
  • Whenever you get in touch with someone in your network, create opportunities to build the relationship just a little more. Relationship-building doesn’t have to mean a 3-hour lunch. It can be as simple as, “Did you catch the game last night? Do you follow [seasonal sport]? Who’s your team?” When you keep in touch, you’ll have plenty of chances to have a short exchange that will grow your relationship.

Everyone is operating inside his or her own bubble, and it’s your job to reach into the bubble (in a welcomed, non-intrusive way) as a reminder that you’re a likeable person who’s ready to help. Done properly, that message will be exemplified in everything you do, and you’ll feel much less pressure to make a plea for business.