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If you are talking about thousands of names, you need a CRM, customer resource management system, or what I like to CONTACT management, etc.
Years on Wall Street tough me, that I do not like PIM’s, personal information management systems, you know, the to do lists tied to calendar, reminders, if you brain is as intricate as mine, you find a spreadsheet gives you much more flexibility. I taught myself Access and MS Project and certainly, for construction, am familiar with Sage, and find them all quite maddening.
I had L. set up categories for media, friends, ‘the other side’ (opposition), coalition, leadership, are targets, prospects, resources, and then 1, 2, and 3 for transaction value, and quality of relations A, B, or C. Anyone can do this. But if I told you, you still could not do it.
We all love to work with A1’s and stay away from C3’s. But then what?
What of the A who do not have a dime–A3? Or what of the C1’s that have deep pockets? C1’s can expend you and C3’s entangle you in emotional drain. You need to find out who your A1’s and A2’s are (good people who you can help, cum appreciate you and pay you), and be clear if someone is a 3B or 3C (folks who are not coachable, nit pick, whine or combat you–will not listen, who do not wish to pay).
The real rub is, sometimes someone is a A3. You can give them your time, or discount them, for the satisfaction of seeing them get their needs met and improve. And those who are C1, who have funds but fundamentally difficult cannot be eliminated unless you have a full pipeline of A1’s, A2’s and B2’s. I’d always value a A2 more than a B1 (A2’s have less money than B1’s but they appreciate all that they get and that is energizing).
Set out your array and filter it down. You will know the measure of your value chain once the pipeline is full.