Description
If you have trouble remembering your friends’ birthdays or important anniversaries and want to keep your personal and professxqional relationships in order and up to date, the Excel Contact Management System is the ideal solution for you. This system is more than just a contact tracker; it works as a personal relationship management assistant that will keep all your data organized. With it, you can automatically see who has a birthday today and who will have one soon, as well as remember important anniversaries, keeping your personal network strong by celebrating with your friends and loved ones. It also lets you track the birthdays of your friends’ spouses and children, showing your appreciation for detail and going the extra mile in relationship building.
On the professional side, the system facilitates contact management, storing key information such as place of work, job roles and follow-up dates needed to keep your professional network active and effective. Personal and professional contacts are automatically sorted into separate tables with specific details, and you can set reminders to keep in touch them, making sure you don’t lose key connections with the people you care about.
All of this is presented in a clean, easy-to-use dashboard that gives you all the information you need at a glance, helping you show your appreciation and professionalism to every contact in your life.
Start using it today and never let a special date go unnoticed again!
What can The Contact Tracker do for you?
- You'll never forget an important birthday or anniversary again.
- You'll keep your professional contacts organized and up to date.
- ou'll maintain a stronger emotional connection with friends and loved ones by remembering and celebrating their special dates.
- You will ensure that you stay in regular contact with colleagues and partners, strengthening your professional network.
- You will remember birthdays not only of your friends, but also of their spouses and children, showing an extra level of attention and care.
- You will demonstrate professionalism and attention to detail in your work environment by remembering key dates and important details of your contacts.
- The template automatically organizes and tracks all relevant information, freeing you from manual effort.
- With a clean and easy-to-use dashboard, you will have all important information at a glance.
- This useful and easy-to-use tool will help you gain access to an automatic classification of your personal and professional contacts in separate tables, ensuring easy management and access when you need it.
What’s Included?
- The Excel Contact Management System [Excel File in English]
- Step By Step Instructions on how to use this personal and professional contact tracker
- A pre-filled copy of the system with dummy data so you can see how the template works and how you should use it
- Lifetime updates and enhancements
- Intuitive design and beautiful interface
- Access on mobile and desktop (must have Excel 2016 or better)
- Email Support
- + a bonus note and offer from Eddie Rizvi
Who is this template for?
- Busy professionals such as executives, managers and employees who need to keep their networks organized and active.
- Sales and marketing professionals who must constantly follow up with customers and prospects.
- Entrepreneurs and business owners who manage multiple business relationships and need a tool to remember important dates and maintain regular contact.
- Business owners who want to show attention to detail and professionalism in their business interactions.
- Individuals who work independently and manage a wide range of clients and collaborators.
- People who value their personal relationships and want to keep track of birthdays, anniversaries and other important events.
- Those who want to enhance their emotional connection with friends and loved ones by remembering special dates and personal details.
- People with an active social life who participate in numerous social activities and need a way to keep track of important dates of their friends and acquaintances.
- Anyone who wishes to be seen as thoughtful and considerate by remembering important details about their contacts.
Key Features and Benefits of Excel Contact Management System
Efficient Contact Management
Keep a detailed record of your personal and professional contacts, ensuring you never forget important dates.
Relationship Building
Foster regular connections with friends and professional contacts, enhancing your personal and work relationships.
Simplified Organization
Enjoy clear and simple organization, with all important information in one place.
Quick Access to Information
Easily access relevant information about your contacts, from birthdays to work details, without hassle.
Professional Tracking
Keep accurate track of your professional contacts, including work details and follow-up dates.
Meet The Creator
Eddie is a top 1% IT / Tech project manager, operating as a consultant for billion and million dollar companies across North America. He has successfully managed a cumulative of $68M+ USD in project budgets to date, and implemented dozens of technology projects successfully in industries such as retail, security, manufacturing and e-commerce.
Some notable projects are:
- Network refreshes, Windows 7 to 10 Migrations, Avaya Telephone system upgrades
- Infrastructure implementation and upgrades, pricing label automation and implementation
- eCommerce home delivery automation and fulfillment, Wifi router replacement and upgrade
- New software development and deployment
- End of life hardware/software migrations and upgrades
- Retail store automation and innovation projects
- Website design, development and product launch projects
- Marketing, advertising and customer success projects
With over 8+ years of in-depth, extensively diverse, real world experience in leading global teams, creating efficacious project plans, managing risks and mitigating issues, Eddie is uniquely positioned as an authority and expert in the field of project management.
With Eddie’s ‘Life Changing Templates’, he combines his in-depth technical knowledge and industry expertise, with his burning passion for delighting the human experience through beautiful and innovative template designs.
What you get are highly optimized and visually pleasing templates that have proven track records in being successfully used in fortune 500 companies, as well as in his personal life and hobby projects.
Eddie is fluent in both English & Spanish and lives in Toronto, Canada.
Frequently Asked Questions
What does this template do that others don't?
This template not only reminds you of birthdays and anniversaries, but also allows you to manage both personal and professional contacts in one place, with specific details such as tracking important dates and family information of your friends. Allowing you to have a better connection and relationship with your network of contacts. Plus you don't need an internet connection, once you download the template, you can use it anytime you need it.
How does this template differ from other similar tools?
Unlike other tools, this template offers a complete and personalized view of your contacts, integrating automatic reminders and the ability to classify and detail both personal and professional relationships in an easy to use interface.
How do the automatic reminder work?
For reminders on when to connect with a friend or colleague, you can set a number of days after which you will see them appear on your dashboard under the follow up section.
For reminders on birthdays and anniversaries, you will see them automatically on that day on the dashboard.
Is it easy to use for someone with no experience in contact management?
Absolutely, this template is designed with a user-friendly and simple interface, making it easy to use even for those with no previous experience in contact management.
What information can I record about my professional contacts?
You can record details such as place of work, title, LinkedIn profile and specific dates for follow-up, helping you maintain solid and well-organized professional relationships.
Do you include instructions on how to use the template?
Yes, we provide step-by-step PDF instructions to help you get started and get the most out of your template from day one.
What kind of technical support do you offer?
We offer full technical support via email to resolve any questions you may have. We are ready to help you get the most out of your template just send an email to [email protected] and we will answer your request as soon as possible so you can have a great experience.
Can I share the download with other people or sell the template to other people?
No, each purchase of the template is intended for the exclusive use of the purchaser and may not be sold or distributed to anyone else.
Each template is protected by International Digital Copyright Laws.
If you wish to give the template as a gift to someone else, you will need to purchase another copy of the template.
How does the 7-day guarantee work?
If you are not satisfied with your purchase, you can send an email to [email protected] and request a refund.
In your email, please include the:
Order number
Your full name and the reason you are requesting a refund.
Please note that due to the nature of digital products, we have no way to revoke your access to the template once downloaded, even after you have requested a refund.
This guarantee is provided on the basis of trust and we will honor your request as long as it meets the 7-day criteria, but we reserve the right to stop honoring this request if we observe abuse (e.g. purchasing multiple templates and then requesting a refund only to keep the templates afterwards).
If you need financial assistance or cannot afford the nominal fee of the template price, please contact me at [email protected] and I will try to help you.
Download Now
Free
$0.00
- The Idea Tracker [Excel File in English]
- 1 Tab included - New Idea Tab to log your ideas
- Step By Step Guide on how to use this excel idea tracker template
- Intuitive design and beautiful interface
- Access on mobile and desktop (must have Excel 2016 or better)
Premium
$19.97
- The Excel Contact Management System [Excel File in English]
- Step By Step Instructions on how to use this personal and professional contact tracker
- A pre-filled copy of the system with dummy data so you can see how the template works and how you should use it
- Lifetime updates and enhancements
- Intuitive design and beautiful interface
- Access on mobile and desktop (must have Excel 2016 or better)
- Email Support
- + a bonus note and offer from Eddie Rizvi
