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Column Descriptions
Column Descriptions
Column Name
Column Description
Column Name
Column Description
1
Goal
Goal you are trying to achieve through the networking conversations
2
Helped
Have you helped this person out before? If so, check it - take note of the social capital you’ve accrued to make an ask later!
3
Score
Average of rating across
4
First Name
First name of person you are networking with
5
Last Name
Last name of person you are networking with
6
Phase
Stage of networking conversation (Request Meeting, Hold Meeting, Stay In Touch, Do Nothing)
7
Scratch Pad/Meeting Notes
A place for notes / prep notes
8
Email Address
Email of the person you are networking with
9
Request Meeting
Generates a draft Gmail message addressed to the email address in that column [will request to connect your Gmail to Coda]
10
Stay In Touch
Generates a draft Gmail message to request a follow up meeting
11
Follow Up Days
If you want to follow up with someone, enter the number of days from today that you want to follow up with them, then press the “Calendar” button under the “Follow-Up Reminder” column
12
Follow Up Reminder
Creates calendar reminder to schedule follow-up meeting 7 days before agreed up date [will request to connect your Google Calendar to Coda]
13
Notable Tags
Create and assign tags to the person you are connecting with
14
Meeting Themes
Create and assign tags about the theme of the discussion you had
15
Meeting Rating
Rate the quality of the meeting from bad (1 star) to best (5 stars)
16
Personality Rating
Rate your alignment with the person’s personality from poor (1 star) to outstanding (5 stars)
17
Who Should I Intro Them To
If you’d like to make an intro between this person and someone else, enter their name here.
18
Intro Email Address
Enter the email address of the person you want to introduce this other person to.
19
Intro Reason
Enter the reason that you’d like to introduce one of your connections to the new person you’re speaking with
20
Draft intro request email
Will generate a draft message in Gmail addressed addressed to the new person you want to connect your request connection with to inquire if he/she would like to connect
21
Goals/Working Towards
Big goals that the person you’re connecting with is working towards
22
Passions, Interests, Hobbies
Passions, Interests, and Hobbies of the person you’re connecting with
23
Ideas
Any ideas you think of with the person you’re connecting with
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