Do you have a database of contacts to refer, if asked?

I have been talking to a few people since I wrote a post about referrals, and I have discovered that many people do not have a database of people to refer when asked. If you do a lot of networking like I do, or if you are part of a networking group, do you have a list of people that you have met? I did, but it wasn’t comprehensive, nor did it do what I wanted. I have LinkedIn contacts, emails in a specific folder, and business cards all over the place, but this was not conducive to finding a name quickly and easily, if I was asked to refer someone. Are you in the same boat?

I decided that what I needed was a contact database, where I could assign each contact to two categories (e.g. Software Developer & Spreadsheet Design). I wanted to state where I met each person, and also assign VIP status to certain people, in order to refer them first. I wanted to be able to select a category, and see a list of available contacts. I thought that it would be a good idea to be able to generate a PDF document, showing the details of the person that I was referring, so that I could send a PDF to the person requiring the referral. Lastly, being an Excel nerd, I wanted some statistics to show me the breakdown of my list of contacts.

Seeing my requirements, I decided to make this product myself. This is exactly what I have done, and I am now using it with great ease. Take a look at the video at the end to see how it works.

If you are also struggling to keep on top of your contacts when trying to refer someone, I have decided to give this tool away, free of charge, All you need to do is click on the link below, to visit the download page, and get it! [I have even pre-loaded it with some contact names (mine and the people at my networking group)] – EDITED I did have it pre-loaded with contacts, but now with GDPR I have decided to remove the contacts, for you to add your own. If you will use this tool, please download it and use it with my compliments.


All the best with your networking and referrals!


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