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All right cool so one web app that you can use for your job search CRM is polio.



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So in this state side by side we're going to actually set up podia so that you can supercharge your



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job search activity and automate a lot of your networking activity so that you know when to send e-mails.



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And polio can help you manage all of that.



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It's free and it's a great software.



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So I'm here at podium dot com.



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And if you're signing up you would just put in your e-mail and sign up.



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I'm already a member so I am here in my space.



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I'm going to actually just start a new workspace so I can show you how you set this up.



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So you click Create a workspace.



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I'm just going to create an empty workspace and I'm going to call this job search CRM.



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Then it's going to ask me here about adding people who is going to say no.



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All right and then I'm going to add an app.



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And so I'm just going to say create an app and then call this job search contacts and one item is called



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a contact I'm going to pick a little icon with a person so that it's appropriate for what I'm doing



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here.



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All right cool so here I am at the app space.



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I'm probably going to start by just putting a contact in as the top.



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One thing to note is that you don't need to have other fields for like a telephone e-mail linked in



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whatever because actually when you see a contact this field right here for contact has all of that in



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there so you don't need to put in any of an individual contacts personal information as a field that's



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already done for you.



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What I would suggest that you do is you probably put in a category here.



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So I would do something like.



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So you can edit this field here source of relationship.



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And then I would do something like LinkedIn maybe you can do like alumni maybe you can do personal network.



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And then finally something like job application and you can note that you'll notice that you can you



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know do this however you like it's it's pretty easy to do and you can also put in other other other



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you know statistics here like you might have you might do something like this that you might do something



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like their job function.



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So you might do maybe human resources.



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Let's say you're going for a finance position so you might say you know junior or finance person and



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then like executive



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you know that might be something you do.



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So then when you have when you're done with your app then you just click done and it's going to take



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you here to your home screen.



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So then what you're going to do is basically when you start to network with people just add them as



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a contact.



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So let's say that I'm networked with Jack Jones and it's going to say oh who is that.



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And you're going to say you're going to see that actually.



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We need to modify something because it's not coming up right.



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So we're going to go here to the modify template and where it says contact here.



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We want to change the type of contact that it is.



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So contact types it's not a workspace member it's a workspace contact.



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So click done and then we're done.



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So now when we go back here to type in Jack Jones you'll see it says our new contact.



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Ok cool so you do it.



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Now let's say that he is a recruiter at Apple and then you put in the phone number that's associated



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with him if you have it and the e-mail address.



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And if you for example you know met them on LinkedIn you might do



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and cool.



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So now you have jacks information on here.



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And then let's say that you met him doing Linked-In networking and their human resources person.



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So you clicked those.



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Now those are active and you save the contact.



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And so the way that you're going to want to use this is by assigning tasks to particular to particular



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contacts.



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So let's say that today you had a conversation and an informational conversation with Jack.



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What are you going to do is now add a task to follow up at the right time or you can click you can add



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task by clicking here or you can just use you can just push t on your keyboard and now you say let's



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say



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follow up with Jack and then usually what I like to do is a little more information so.



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So I had an informal conversation with him on September 19th.



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You could even say let's say that Jack had told you that they hire for their internship program in November.



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I'm just making this up.



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So then what you might do is you go here in this due date section and you say custom date it's September.



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So let's say we go you know to November and you're like ok cool I want to make sure to reach out to



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him.



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So then you go ahead and you assign that due date and select yourself as the person who is responsible



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for this task.



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And then you create the task and then so what you're going to see when you actually go to your job search



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CRM workspace that you're going to start building up a list of lists of tasks and so on November 11th



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podia is going to send you an email and it's going to say hey today you're supposed to follow up with



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Jack.



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So another example of the use of this is like if you go interview somewhere and it turns out somebody



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else gets the job then you can go in here create a contact for that recruiter or for people that you



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met during the interview series and then you can create yourself a task to follow up with them in a



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month to see how that new person is doing on the job.



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And you might find that when you send that e-mail they say wow you had such good timing that person



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actually didn't work out.



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And we really need somebody now.



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And that's how Job Search CRM can supercharge your job search.



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And polio is a great platform for doing that.