Organizing Business Cards | Clutter Video Tip

Organizing Business Cards | Clutter Video Tip

Hi. I’m Lorie Marrero and today’s Clutter
Video Tip is about business cards. Now, you may prefer to keep these in their physical
form, but today we’re going to talk about keeping them electronically and we’re going
to go through the three phases of keeping this information – collecting it, entering
it, and maintaining it. So you come home from an event and you have
business cards. They may be onesies or twosies, or you may have a stack of cards from one
particular event. You need to have a place to put those until you have an opportunity
to enter them into your system. I use a little basket here on my desk. When I can’t see
[POP] the bottom of the basket anymore, that’s my cue to enter the cards. When I have onesies
and twosies, I just make a little bit of notes on them and throw them into the basket, but
if I have a group of cards from one event I gather them up with a paper clip and I put
a post-it note on the front that has the name of the event. That way [POP] if I need to
access that prior to getting a chance to getting them into the system, I am able to grab that
per event and quickly find that person’s name. So you have them gathered up and ready to
enter. There are many great ways to enter them nowadays with new tools that make it
more efficient. We have a card scan machine in our office, that’s a great investment.
[POP] If you have a large volume of cards to enter, this is a very accurate method.
You can also edit and add to it as you’re doing the process. And it does keep an image
of the card, so if you’re really into that visual of knowing someone’s logo or the
colors on their card, card scan databases actually do have an image preserved. You can also use some apps for your smart
phone. I have an Android phone and I use World Card. And there are many other apps for business
card entry for I-phones and Androids. And that is also a very efficient way. It is a
little slower than a card scan because you do them one at a time with the camera feature.
But overall either of these ways is better than the old fashioned way, which is typing
it in [POP] yourself. And that still works great. You can do that in a batch. I recommend
hiring a teenager to do that if you can. And just getting it all into your system and making
sure that you clear out whatever gathering basket you have on a regular basis. So you’ve got it all into your system and
you really want to maintain that. I suggest that ongoing, whenever you spot something
that needs a correction or updating, or even deleting from your database, stop right then
and take care of it, because it’s harder to go back later and do it. If you do have
an annual mailing that you do, like holiday cards or some kind of a sales mailing [POP],
it’s a wonderful opportunity to clean up your database then, get rid of duplicates,
and make sure you have only exactly what you know you need in your database. If you enjoy these tips and strategies, you
might enjoy subscribing to our Thursday newsletter that has a digest of these videos and everything
else we produce on the blog and elsewhere and you can find out about that at See you next time, and may you always be happy
and grateful for having more than enough.

Comments (15)

  1. Got any suggestions for software using the old-fashioned method of entering the information that's easy to use and doesn't require spreadsheets, etc.? I used to use the contact feature in Outlook, but it's not in my budget anymore. I enjoy the videos and am a subscriber. I've learned to hover over the Pause button because I miss what you're saying when the bubbles show up with information. 😉

  2. Name him Zeus or Apolo!

  3. I just love your video tips, and your gargoyle! He looks like a Hector to me.

  4. What about Aneris? Although it is a name of a female mythological figure. According to wikipedia: In Discordian mythology, Aneris is described as the sister of Eris aka Discordia. Whereas Eris/Discordia is the Goddess of Disorder and Being, Aneris/Harmonia is the Goddess of Order and Non-Being.

  5. @t000dle000 Google has a great free system for managing contacts. It integrates well with Outlook (if you ever go back to it) and many smart phones. Another nice aspect of Google's g-mail is that your contacts are available to you anywhere you have internet access. I'm glad you found the "Pause"! 😉

  6. How about "Evolutio" which in Latin means development, unfolding; action of reading through. I like this because it seems to me that getting organized will help me be more able to evolve as a person, as a Mom (as the kids grow, we have to know what to let go of so that there is physical and emotional space, and time, for all the new things that come our way).

  7. How about omnicient? It means having infinite awareness, understanding, and insight.

  8. Love the gargoyle.

    Gargoyles are gutters that keep rain water from running down walls and causing damage. "Gar" is the Latin root, meaning "swallow."

    So if I think of clutter as the stuff running along my life and causing damage, I want something that will swallow up that clutter. But "Clutter Gar" doesn't work. Gob is a synonymn for clutter, so I suggest we call our little gargoyle Gobgar – the clutter swallower.

  9. Love your videos!!

    Awww….what a cute gargoyle…I'd call him Gorgeous!! [not many gargoyles get called this, BTW]. And for a nickname, I'd call him "Gorgey" (GOR-Jee)

  10. I'm pretty sure his name is…
    He's a magical reader gargoyle.

    Thanks for all of your great tips and motivation!

  11. Or: Rodin.
    He's sort of captured in a pose like the sculpture of 'The Thinker'.

  12. "Brick" as in the little boy on The Middle who is always reading. That family trying to get organized using your tips would make a great episode!

  13. The gargoyle definitely looks like his name is Schmidt.

Comment here