A Reach Out Tracker helps you keep track of everyone you've Reached Out to, so you avoid over-emailing one person and can keep a record of your Reach Outs. If you’d like to make your Reach Out Tracker more complex than just a record of your Reach Outs, you can do that too: the Career Inspiration Tracker will inspire you on your professional path, and the Project Help Tracker will allow you to quickly identify people in your network who will be helpful with a specific project or task.
Ultimately, you want to find the parts from each Tracker that work best for you and customize accordingly to meet your specific goals. For example, you could have multiple tabs within one Basic Reach Out Tracker for each career goal you’re currently pursuing, you could combine a pared-down version of the Career Inspiration and Project Help Trackers into one spreadsheet, or you could keep a running list of potential Targets as part of your tracker on a separate tab.
Below are the three kids of Reach Out Trackers to download to get you started:
BASIC REACH OUT TRACKER
What It Is: A spreadsheet that helps you keep a record of your Reach Outs.
Who It's For: Anyone Reaching Out.
Why It's Helpful: Having a record of your Reach Outs helps you easily identify the people you’ve already Reached Out to. That way you’re not overemailing one person, and you can also quickly figure out your rough response rates so you know how to optimize if your rates are low.
How to Make It: A Basic Reach Out Tracker is a spreadsheet that generally includes columns for: the date the Reach Out was sent; Target’s name; Target’s job title or company; contact method (email, Twitter, LinkedIn, other); Reach Out type (Re-RO, Follow-Up RO, Borrowed Connection RO, Cool RO); brief description of the email, including the Gift(s) and Favor; the date a response was received (remember, it’s OK to follow up with a Nudge Update email if a response is not received after four weeks); the outcome, and any additional notes.
- Download a Basic Reach Out Tracker template in Excel here.
CAREER INSPIRATION TRACKER
What It Is: If you’re looking for a tracker that will inspire you as you plot out your next few career moves, you can jazz up the Basic Reach Out Tracker to create the Career Inspiration Tracker.
Who It's For: People just starting out in the workforce or looking to make big career shifts will find the Career Inspiration Tracker especially helpful.
Why It's Helpful: Studying and identifying potential patterns among people in your industry whom you admire will inspire you to emulate those patterns and help you figure out what your next step might be.
How to Make It: For the Career Inspiration Tracker, first include all the columns that are on the Basic Reach Out Tracker (you can leave the Reaching Out rows blank if you haven’t Reached Out yet). Then, insert additional columns based on where the Targets went to school, what their first job was, what certificate programs they have done, where they are located, and/or more based on your career goals. It will also be helpful here to include their LinkedIn profile, company bio, or, if you’ve already emailed with them, information they have shared with you.
- Download a Career Inspiration Tracker template in Excel here.
Project Help Tracker
What It Is: If you’re looking for a tracker that will help organize your network so you can quickly see who can help you with specific tasks, you can also jazz up the Basic Reach Out Tracker to create the Project Help Tracker.
Who It's For: People who are entrepreneurs, small business owners, or are in roles that require knowing lots of people across a variety of companies will find the Project Help Tracker a great fit.
Why It's Helpful: The Project Help Tracker allows you to quickly identify people in your network who will be helpful with a specific project or task, whether or not you have Reached Out to them yet.
How to Make It: For the Project Help Tracker, first include all the columns that are on the Basic Reach Out Tracker (you can leave the Reaching Out rows blank if you haven’t Reached Out yet). Then insert additional columns based on what an individual’s area of expertise is, how the person could possibly help you now or in the future, and what Borrowed Connected ROs the person might offer to accelerate your career or company’s growth.
- Download a Project Help Tracker template in Excel here.