All right cool so one web app that you can use for your job search CRM is polio.
So in this state side by side we're going to actually set up podia so that you can supercharge your
job search activity and automate a lot of your networking activity so that you know when to send e-mails.
And polio can help you manage all of that.
It's free and it's a great software.
So I'm here at podium dot com.
And if you're signing up you would just put in your e-mail and sign up.
I'm already a member so I am here in my space.
I'm going to actually just start a new workspace so I can show you how you set this up.
So you click Create a workspace.
I'm just going to create an empty workspace and I'm going to call this job search CRM.
Then it's going to ask me here about adding people who is going to say no.
All right and then I'm going to add an app.
And so I'm just going to say create an app and then call this job search contacts and one item is called
a contact I'm going to pick a little icon with a person so that it's appropriate for what I'm doing
here.
All right cool so here I am at the app space.
I'm probably going to start by just putting a contact in as the top.
One thing to note is that you don't need to have other fields for like a telephone e-mail linked in
whatever because actually when you see a contact this field right here for contact has all of that in
there so you don't need to put in any of an individual contacts personal information as a field that's
already done for you.
What I would suggest that you do is you probably put in a category here.
So I would do something like.
So you can edit this field here source of relationship.
And then I would do something like LinkedIn maybe you can do like alumni maybe you can do personal network.
And then finally something like job application and you can note that you'll notice that you can you
know do this however you like it's it's pretty easy to do and you can also put in other other other
you know statistics here like you might have you might do something like this that you might do something
like their job function.
So you might do maybe human resources.
Let's say you're going for a finance position so you might say you know junior or finance person and
then like executive
you know that might be something you do.
So then when you have when you're done with your app then you just click done and it's going to take
you here to your home screen.
So then what you're going to do is basically when you start to network with people just add them as
a contact.
So let's say that I'm networked with Jack Jones and it's going to say oh who is that.
And you're going to say you're going to see that actually.
We need to modify something because it's not coming up right.
So we're going to go here to the modify template and where it says contact here.
We want to change the type of contact that it is.
So contact types it's not a workspace member it's a workspace contact.
So click done and then we're done.
So now when we go back here to type in Jack Jones you'll see it says our new contact.
Ok cool so you do it.
Now let's say that he is a recruiter at Apple and then you put in the phone number that's associated
with him if you have it and the e-mail address.
And if you for example you know met them on LinkedIn you might do
and cool.
So now you have jacks information on here.
And then let's say that you met him doing Linked-In networking and their human resources person.
So you clicked those.
Now those are active and you save the contact.
And so the way that you're going to want to use this is by assigning tasks to particular to particular
contacts.
So let's say that today you had a conversation and an informational conversation with Jack.
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
task by clicking here or you can just use you can just push t on your keyboard and now you say let's
say
follow up with Jack and then usually what I like to do is a little more information so.
So I had an informal conversation with him on September 19th.
You could even say let's say that Jack had told you that they hire for their internship program in November.
I'm just making this up.
So then what you might do is you go here in this due date section and you say custom date it's September.
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
him.
So then you go ahead and you assign that due date and select yourself as the person who is responsible
for this task.
And then you create the task and then so what you're going to see when you actually go to your job search
CRM workspace that you're going to start building up a list of lists of tasks and so on November 11th
podia is going to send you an email and it's going to say hey today you're supposed to follow up with
Jack.
So another example of the use of this is like if you go interview somewhere and it turns out somebody
else gets the job then you can go in here create a contact for that recruiter or for people that you
met during the interview series and then you can create yourself a task to follow up with them in a
month to see how that new person is doing on the job.
And you might find that when you send that e-mail they say wow you had such good timing that person
actually didn't work out.
And we really need somebody now.
And that's how Job Search CRM can supercharge your job search.
And polio is a great platform for doing that.