I took golf lessons as a kid.


Anyone who knows me personally thinks I just told a lie because I am really – REALLY – bad at golf.

The lessons were fun, though I’m not sure I got much out of them. Still, one thing did stick:

“In life as in golf, follow through is key!” – Click to Tweet!

Follow through is also key to building your ‘Personal Board of Directors!’

The day after a great meeting is critical, so here are three suggestions for maximizing the impact of your meetings by following up and following through:

  1. Say Thank You Yes, I’m serious, say ‘Thank You’ again! I know the repetition is getting annoying, but this is important. You must demonstrate your gratitude for the time your (potential) personal board member has chosen to invest in you, even if you decide that you don’t want to move forward with trying to develop an ongoing relationship. Your reputation depends on it! A concise email works well here. I generally send it the very next morning and thank the person for his time. I also mention how I’ve already taken action on one of his suggestions or thought more deeply about a topic we discussed. I then close by suggesting that I look forward to connecting with him again soon.
  2. Transcribe Your Notes – Literally type them out and fill in gaps that you could not write fast enough to record. Include your thoughts on what was said, subsequent reactions, and ideas for further exploration. Start a file on your computer where you keep these notes, or use Microsoft Outlook like I do (below). If you have a subsequent meeting with the same person, you’ll want to refer back to them! Reviewing your notes will account for your ‘prep time’ for the next meeting in place of all the Internet research you did to prepare for the first meeting.
  3. Systematize Staying in Contact – Use a personal information management program like Microsoft Outlook. This provides a single, centralized location with all of the contact information, emails, and notes for each person on your ‘Personal Board of Directors.’ I always start an ongoing ‘task’ for each person I connect with and use it to store notes on our email exchanges and meetings in reverse chronological order. That way, if I need to access my notes, I just click on the ‘task’ and the notes from the most recent conversation are right at the top of the page.

“Success comes from taking the initiative and following up…” – Tony Robbins

I hope you’ve been able to put some of the suggestions from this series into action. If you’re having trouble, please don’t hesitate to contact me with questions or leave a comment below! Next post, I’m going to elaborate on exactly how to ‘cultivate’ your ‘Personal Board of Directors’ as a long-term asset. Don’t miss it!


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Editor’s Note: This is the ninth post in a series dedicated to helping you learn to develop your own ‘Personal Board of Directors.’ If you found this post helpful, be sure not to miss the others – subscribe to this blog via the link in the upper right hand corner!

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