Naomi’s Playlist is an eclectic collection of tools that help me approach my work as play. My hope is that they’ll do the same for you!
Object: Staying connected with and investing focused energy in friends and colleagues.
What Didn’t Work: Trying to remember to reach out. Only reaching out when I needed something specific. Feeling like I was always losing track of people. Wishing the people I care about knew I was thinking of them. Feeling like a failure because when I did think about reaching out, too much time had passed since the last time I’d connected.
My Aha! Moment: While listening to Dorie Clark’s book, Stand Out, on Audible, I made a few connections I hadn’t made before. First, I realized I was so busy getting things done, I wasn’t bothering to share my broader vision. Second, I realized that there are a lot of people who would want to be included in that vision–people who are already in my community–who I was excluding, simply because I hadn’t thought to reach out. Third, I realized that to actually accomplish something meaningful, people are what count.
However, in the rush of everyday life, it’s too easy to be swept into the tasks that show up in your inbox rather than to remember the bigger picture (and much more important) tasks of staying in touch. So, I started exploring options, and that’s when I found Cloze.
How I Play:
• Cloze is a CRM (customer relationship manager) for everyday people. I use the app on my iPhone, but there is also a web interface and an app for Android.
• As a small business owner, I also use a high-powered CRM, but for daily interactions, I use Cloze. Close creates a daily agenda that reminds me to check in with people, populating the list with contacts based on how often I usually interact with them.
• I’ve gone through and started to categorize contacts. Then, I can assign a certain timing to those contacts so I start interacting more regularly with people I haven’t been contacting enough.
• When someone pops up on my daily agenda, I send a quick email saying hello. It’s always nice to have a personal, friendly email in the sea of requests that floods into an inbox–a breath of fresh air.
Player’s Notes:
• Tags allow you to create specialized lists. For instance, I created a list of experts with whom I want to network. I pull up this list and use the Twitter feed and Linkedin functions of Cloze to see what they’re up to and to help support them through retweeting or linking to their posts.
• Even though Cloze automatically sorts people by using your inbox and interactions with them on social media, the possibilities of this powerful tool are a little overwhelming. Rather than trying to set everything up ahead of time, I do a little each week.
Take it to the Next Level:
• Cloze has functions I haven’t explored yet, including project management and other tools. As time allows, I’m looking forward to exploring those, too. Maybe you can share your tips and tricks with me, if you try it out!
• Cloze allows you to export a list to csv, which can allow you to take a more simplified look at your full list of contacts. Try pulling a list and reviewing for additional networking possibilities.
