The Four-Step Getting Organized Process

building your sphere · framework

Remove the easy ones, group everyone, tag A/B/C by feeling, then fill in key details for your A's only.

The idea

Organizing a database feels like a mountain, so in my coaching we broke it into four steps, done a little at a time. Each step has one job, and none of them involves going down a rabbit hole. Our guiding line: simple is better than great is better than perfect.

How to do it

  1. Remove the easy ones. Filter out colleagues, internal staff and transactional addresses, and move them into a group in bulk. Archive only when you'll truly never need their info. Don't delete.
  2. Group everyone by how you know them. Start with past and current clients, then your general sphere.
  3. Tag A/B/C by feeling: love, like, or don't know. Look at the name, react to the immediate feeling, and move on. Don't go down the rabbit hole of trying to figure out who someone is.
  4. Fill in your A's only: an outreach interval, home address, birthday, key anniversaries, phone number, and what they're an expert on.

Then keep doing it in small batches, every day.

Example

For the Compass agents in my coaching, step one started with a single filter: other agents and staff, meaning anyone with an @compass.com email, went into a group en masse.

Watch out for

Sources

Relatable: In Relatable, bulk actions make step one quick, and spheres hold your groups and tiers. How-to: Build your first spheres, Bulk-update many contacts at once.

Related frameworks

Read next

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