Event-Driven Outreach

staying in touch · tactic

Use moments in their life, from new jobs and kids' milestones to illness and loss, as reasons to reach out between your regular check-ins.

The idea

Between your regular check-ins, things happen in people's lives, and each one is context for reaching out. There are the recurring dates (birthdays, anniversaries, the anniversary of buying their house), the one-time occasions (promotion, new job, a baby, a bar mitzvah), news about them or their company, and the hard stuff: a death in the family, an injury, a divorce. Don't only show up for the good news. People are often loneliest when they're struggling, and that's exactly when business talk should be off the table.

How to do it

  1. Decide which kinds of events you genuinely care about. Track those.
  2. Follow your top people on the platforms they actually use so you hear the news.
  3. When something happens, reach out personally.
  4. For hard times, leave business out of it entirely.

Example

I've updated my thinking here. The book says to remember birthdays and anniversaries. Now I'd tell you to track only what you care about. A birthday message from someone who couldn't care less about birthdays is noise. I've caught myself nodding along about F1 races and IPOs, completely lost, because I'd somehow made someone think we shared that interest. Exhausting for me, mechanical for them. After you meet someone, ask: what do I want to remember about this person in a year? Track that.

Watch out for

Sources

Relatable: Relatable holds the dates you care about on each contact and nudges you when someone changes jobs, but a calendar works if that's what you'll use. How-to: Add birthdays and other special dates, Someone changed jobs.

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.