A Social To-do in Zinnect helps you assign tasks or reminders that are directly linked to a specific individual in your network. This functionality is useful for ensuring that potential opportunities and important follow-ups don’t fall through the cracks.

For instance, let’s say you meet James at a professional gathering. James expresses interest in discussing a business opportunity but mentions that he will be ready to dive into details in about a few weeks. To ensure you don’t forget this crucial follow-up, you can utilize the Social To-do feature in your app. Here’s how it works:

1. Search for James in Your App: If James is already a connection, you can find him using the search function. If not, you can easily add him as a new connection, inputting details from your interaction.

2. Create a New Social To-do: Once on James’s profile, you can initiate a new to-do, for example “Contact James about business opportunity.”
3. Set a Date: Choose a date two weeks from your meeting as the target for this to-do. The app will then alert you on this date to reach out to James, ensuring you act at the most opportune time.

Social To-dos not only help with organizing your professional engagements but also ensure timely follow-ups with potential collaborators, enhancing your networking efficiency and helping you seize opportunities at the right moment.

Incorporating a follow-up into your schedule after meeting someone at an event is crucial for nurturing professional relationships. Zinnect’s Social To-do features are excellent for ensuring that you don’t lose track of

Step 1: Initiate a Social To-do

• Click on the “+” button in any of the To-do tabs.

Step 2: Create or Update the Connection

• For Existing Connections: Search for the person’s name in your app. If they’re already a part of your network, select their profile.

• For New Connections: If you’ve just met and they’re not yet a connection, add them. Include relevant details from your meeting, such as their name, organization, role, and any personal notes that could be helpful for future interactions.

Step 3: Detail Your To-do

• Title: Give your to-do a clear, actionable title like “Follow up with [Name] about [Topic].”

• Description: Add details about the follow-up. Mention any specific discussion points, ideas, or questions they wanted to explore. This helps personalize your follow-up, making it more effective.

• Set a Date: Schedule the to-do for four to six weeks from your meeting date, as requested. If the app allows, set an additional reminder a few days before the due date to prepare.

Additional Tips for Success

• Personalize Your Follow-Up: Reference something specific from your initial meeting to remind them of who you are and to attentiveness.
• Keep It Professional and Concise: Respect their time. Be clear about why you’re reaching out and what you’re hoping to achieve with the follow-up.
• Prepare for the Next Steps: Think ahead about how you’d like to proceed after the follow-up. Whether it’s setting up a meeting, sharing resources, or introducing them to a contact, having a plan in place can help you make the most of the opportunity.

By following these steps, you can efficiently manage your professional follow-ups, ensuring you maintain and grow your network effectively.