2.1 · People

Keep a list of people for each client

Problem

You speak to 20 companies for one client. The list lives in a spreadsheet you forget to update.

Steps

  1. Save each person from LinkedIn as a contact.
  2. Tag them with the client: #Tidewell.
  3. Add a tag for their type: #Partner, #Supplier or #Expert.
  4. After each talk, add a note on their profile.
  5. Link the person who introduced you to the note.

Test For each person, can you see the client, what they said and the next step?

Result One list of people per client, each with their own history.

Up next · 2.2

See the whole story before each call

Every call starts where the last one ended.

Previous: 1.3Back to People

Recommended

  • Help centre

    How do I add a contact?

    On the Contacts page, select + Contact, type a name and email, then Save. Or press ⌘K and choose Add new contact.

  • Help centre

    How do I tag a task or note?

    Open the note or task, select Organise, type a tag and pick it or select Create, then Save.

  • Use case

    Remember everyone you meet

    Save people from LinkedIn and note how you met. Find them later by the day you met, even if you forget their name.

Want to try it yourself first?

No setup project and no commitment. Use Humble with your next client and see whether having your people, notes and plan in one place makes the work easier to hold.

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