マーケティング・営業

Contact Exchange and Network Log: Turning New Contacts into Real Relationships

Business card etiquette, the thank-you email, and networking follow-up on one board - the Contact Exchange and Network Log template for juniors who collect cards but never build relationships. The whiteboard holds a policy frame for who to connect with and why, a 5W1H map for capturing what was said the same day, a network log of names, context, and next actions, a two-axis matrix that ranks follow-ups by depth of relationship against closeness to the work, and two etiquette checklists for offering and receiving, including the Japanese practice of using both hands. The task board runs five columns from Just exchanged to Parked, and ships with five parent tasks and twelve subtasks, all unstarted - rehearsing the intro, logging within 24 hours, sending the thank-you by the next business morning, sorting contacts into four tiers, and reviewing the log twice a year. Because one person is one card you can move, follow-up stops depending on memory and a pile of business cards becomes a list of people you can still reach six months later.