Send us a text
What do you actually do with all those connections after an event? In this episode, Donna and Tiffany share the simple systems they use to build real relationships from quick hellos. From CRMs to Post-Its to spreadsheet hacks, they break down how to organize contacts in a way that feels doable—and actually gets used. You’ll hear how Tiffany stays top of mind with personalized follow-ups (and what she does instead of writing cold DMs), plus how Donna turns casual chats into long-term referrals. Whether you’re starting from scratch or looking to tighten up your flow, this episode will help you stay in touch without overcomplicating the process.
What you'll learn:
- Simple ways to track connections and follow up intentionally
- How to use tools like CRMs without feeling overwhelmed
- Why systemizing follow-up builds trust (and referrals) long-term
Resources mentioned in this episode:
- Trello for contact tracking and simple workflow boards
- Social media schedulers to stay consistently visible
- GoHighLevel as an all-in-one CRM and automation tool
- Flodesk – Design emails people love to get (50% off first year with referral link)
- Project Broadcast – Texting platform for business (50% off first month with this link)
Free List of Tech Tools to Strengthen Your Network
1. Organize & Track Relationships
- Google Sheets – a simple, free way to log contacts, last touchpoints, and notes.
- Airtable – a customizable database with templates for networking and relationship management.
- Dex – built specifically for keeping personal and professional relationships top of mind.
2. Contact & CRM Tools
- HubSpot CRM or Go High Level– track contacts, add notes, set reminders, and manage email conversations.
- Dubsado – ideal for service-based businesses to manage clients and workflows.
- HoneyBook – combines client communication, contracts, and invoicing in one platform.
- Zoho CRM – a flexible option with strong free features for solo entrepreneurs and small teams.
- Nimble – pulls in social media details so you have a full view of each relationship.
3. Follow-Up & Reminders
- FollowUpThen – email-based reminders to follow up on conversations.
- Google Calendar / Outlook – set simple recurring reminders for key relationships.
- Cloze – automatically tracks interactions and prompts you to reconnect.
4. Content & Communication Tools
- Boards App – organize your most-used links, scripts, and content for quick sharing when networking.
- Flodesk – a beautifully designed, user-friendly email automation tool for nurturing your audience.
5. Notes & Context Tools
- Notion – build your own personal CRM dashboard with notes and reminders.
- Evernote – capture details about conversations so you always remember what matters most.
Connect with your hosts:
On IG: @the_LinkUpLounge
Email the Link Up Lounge: info@thelinkuplounge.com
Tiffany Mason on IG @VirtuallyYouPods
Donna Rueppell on IG @Rueppell_1KeyAtaTime
Come Network with us: WWW.BondandBeyondNetwork.com
(locally in St. John's Co. FL)
