Grow and nurture the relationships that are most important to you and your business by prioritizing and using free automation to do the hard work. From Travis Murdock
5. Keep in Loose Touch
● Consciously prioritize your relationships
○ Identify key people
● Build routines
○ Set aside 15 mins on calendar each day
○ Automate all the remembering
● Don’t forget that real connection is a must
○ Coffees, lunches
○ Video chats
○ Text messages
● Keep in loose touch
○ Popping up in someone’s mind (or
smart-phone screen) every so often in
order to build a casual relationship
through infrequent interactions
How are things with you?
6. Manage and connect easily
Tools Evercontact extracts contact
info from the email signatures in
your incoming email also
auto-updates any changes to
your existing contacts.
Google Contacts is central place
for contacts and easily connects
to any other service
Auto-imported into UpHabit
and I’m alerted to decide if I
want to add them to my
relationships
Automating the process of
collecting and updating contacts
allows you to easily connect
with them when the time is
right
7. You have a supercomputer in your pocket, use it.
Automate the Remembering
Gather contacts
All people are pulled into one place
Reminders
Set alerts to connect every 1,3,6 months
One-click connect
One click takes you into Facebook, LinkedIn, text or phone
call to quickly say Hi.
Free at UpHabit.com
9. LinkedIn Sales Navigator
Alerts for my contacts
Chance to say Congrats!
Reminders to connect
Reconnect with recent conversations
Find close connections
Discover near network
Targets w/ new leader
Find key accounts that changed
leadership
Target and nurture top prospects
10. Near Network
A new CMO often drives a change in
PR firms. Searching in your company’s
Near Network gives us easy access to
someone open to a conversation.
Search:
● Former employees of current or
former clients in PR and
marketing
● 1st or 2nd connections
● CXO, VP or Director title
1st connections of all employees
CMOs in Seattle who
changed jobs in last 90
days
Former employees
who have senior titles
organizations
Case Study:
Anchor client, Pepsi, has hundreds
of alumni in food science spread
across the industry. Nearly all willing
to talk and refer internally
11. Building Your Near Network
❏ Ask teams to connect w/ everyone in the
company. Careful not to check-in individually
❏ Allow connections to see who you are
connected to
❏ Make Profile Public - Make it easy to find you
❏ Search for 1st and 2nd connections at a target
❏ Example for a Microsoft search
❏ Search for people who previously worked at a
current client that would know our good work
(Sales Navigator required)
❏ Search for former employees of your company
that now work in-house (Sales Navigator
required)
Actions to use our existing network to build new biz for everyone
12. Other Sleuthing and Engagement Tools
● Find Contact Info
○ Hunter.io - Free
○ RocketReach - Email and Phone
● LinkedIn Contact Info - 50% of people have contact
info in LinkedIn
● UpHabit allows you to slowly nurture your contacts
from your phone
More tools to find and engage your prospects