Touch base tracker Directions

1. Decide which category your contact falls into:

• Routine regulars - people you'd like to keep in touch with on a very regular basis
• Occasional acquaintances - people you'd like to check in with a few times a year
• Potential prospects - people/companies you'd like to keep on file in order to reach out when the time presents itself

2. Open the corresponding worksheet tab.

3. Enter the contact info (to create a new line in a cell, press Alt+Enter in Windows or Option+Return on a Mac).
Check here for new line instructions for mobile Excel apps.

4. In the Follow up date column, delete sample date/formula, enter when you'd like to reach out to them,
and then press Enter.
5. The Follow up date column will show red when the date is very near, yellow when it's approaching, and
green when you have plenty of time.

6. As the follow up date gets closer, the color will change accordingly.

7. Once you've reached out to your contact, type YES in the Done? column. It will grey out the date.

8. If you want to reach out to them again, replace YES with NO, and type a new Follow Up Date.

Red Yellow Green

Routine regulars 1-3 days away 4-7 days away 8-14+ days away
Occasional acquaintances 1-7 days away 8-45 days away 46-90+ days away
Potential prospects 1-14 days away 15-60 days away 60-120+ days away
 Touch base tracker Routine regulars

Name Company Contact info Where we met Notes Follow up date Done Notes from the conversation
Graham Barnes Adventure Works Project Manager Trade show 2010 Ask about daughter Sandy and how 9/12/2023 NO
garth@adventure-works.com remodel is going. Has distaste for
(234) 555-0134 large groups and spicy food.
adventure-works.com
linkedin.com/in/garth-fort
Name Company Name Job title Location Put in any notes you want to 9/1/2023 YES
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Name Company Name Job title Location Put in any notes you want to 9/1/2023 NO
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Name Company Name Job title Location Put in any notes you want to 9/10/2023 NO
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Page 2 of 8
 Touch base tracker Occasional acquaintances

Name Company Contact info Where we met Notes Follow up date Done Notes from the conversation
Garth Fort Adventure Works Resourcing Manager Vacation in Vermont 2016 Handy for both hiring contact as well 12/3/2023 NO
garth@adventure-works.com as marketing questions
(434) 555-0123
www.adventure-works.com
linkedin.com/in/garth-fort
Name Company Name Job title Location Put in any notes you want to 9/1/2023 YES
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Name Company Name Job title Location Put in any notes you want to 9/1/2023 NO
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Name Company Name Job title Location Put in any notes you want to 10/14/2023 NO
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Page 3 of 8
 Touch base tracker Potential prospects

Name Company Contact info Where we met Notes Follow up date Done Notes from the conversation
Garth Fort Freelancer Designer Son's graduation 2016 Recent grad - very skilled. May be 12/2/2023 NO
someone@example.com useful for future clients.
425-555-0123
example.com
linkedin.com/in/garth-fort
Name Company Name Job title Location Put in any notes you want to 9/1/2023 YES
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Name Company Name Job title Location Put in any notes you want to 9/1/2023 NO
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Name Company Name Job title Location Put in any notes you want to 10/4/2023 NO
Email address remember about this person; where
Phone number you met, what you talked about, what
Website you want to bring up next time you
Social profile links speak, etc.

Page 4 of 8
 Network expansion plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone
calls, travel more, etc.). Then every time you get a new contact, change the Actual
Contacts Made number to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly contact goal Deadline Actual quarterly contacts made Results

20 9/4/2023 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based

on percentage
reached
Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 5 of 8
 Network expansion plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone
calls, travel more, etc.). Then every time you get a new contact, change the Actual
Contacts Made number to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly contact goal Deadline Actual quarterly contacts made Results

20 9/4/2023 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based

on percentage
reached
Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 6 of 8
 Network expansion plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone
calls, travel more, etc.). Then every time you get a new contact, change the Actual
Contacts Made number to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly contact goal Deadline Actual quarterly contacts made Results

20 9/4/2023 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based

on percentage
reached
Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 7 of 8
 Network expansion plan
Directions
Write out how you plan to expand your network this quarter (i.e., make more phone
calls, travel more, etc.). Then every time you get a new contact, change the Actual
Contacts Made number to keep track and see how close you're getting to your goal.

How I plan to expand my network this quarter

1. Make more phone calls

2. Travel more

Quarterly contact goal Deadline Actual quarterly contacts made Results

20 9/4/2023 12 60% 0% - 25%
26% - 50%
51% - 75%
76% - 100%

Color changes based

on percentage
reached
Reflection on result / Notes for improvement

Got close. Try calling around lunchtime instead.

Page 8 of 8