Network HelpRelationships · Attention · Opportunities · Revenue

Use Network to know where to look next.

Your network is worth more when you know who to talk to next. Network keeps track of everyone you know and where each relationship stands, then shows you where your attention will matter most.

Stop losing follow-ups

Every person has a stage, so you can see who is waiting on you instead of trying to remember it.

Know who to contact this week

TODD Action Priorities point to the relationships that need a closer look right now.

See your network turn into results

Watch people move from first contact to real opportunities and customers, and spot where they stall.

Getting started

From an empty network to your next move

Follow these steps in order the first time. You’ll need people in Network and a stage for each one before the Relationships and Progress pages have anything to show.

Bring in the people you already know

Most people already have a network in a spreadsheet, phone export, or CRM. Import it first, because Network can only help with relationships it knows about.

Choose a CSV file, or use the sample data to see how the flow works first.
Match your CSV headers to Network fields. A header row is required, and first name, last name, email, and phone are the most useful columns.
Review the matched rows, confirm the count, and finish. Your Contacts list opens when the import is done.
Sign in first. Guest mode lets you explore, but it can’t save contacts.

Import contacts

Or add people one at a time

Met someone new? Add them while the conversation is fresh. The guided form asks for the details Network uses to understand the relationship.

Use Next and Previous to move through the form.
Add the person’s company, profession, email, phone, and notes on how you met and what you talked about.
Pick a status (see “What the stages mean” below) so the person shows up in your pipeline.

Add a contact

Give each relationship a stage

This is the step that turns a contact list into a network you can work. A stage says where things stand today, so Network knows who needs attention.

Open Contacts, search by name, company, or email, and select a person.
Edit their status to match where the relationship really is. Honest stages give better priorities.
Start with your 10–20 most important people. You don’t need to stage everyone on day one.

Open Contacts

Check your relationship health

Once people have stages, the Relationships page shows how healthy your network is and what to fix first.

The health meters score relationship health, data readiness (how complete your records are), reachability (whether you can contact people), and relief progress.
Each diagnosis row reads left to right: the problem, what to do about it, how that helps, and the evidence it is working.
Low data readiness or reachability usually means you should add missing emails, phones, or stages.

Open Relationships

Act on your priorities

Networking Progress shows where every relationship stands and which ones TODD thinks need a closer look.

Start with TODD Action Priorities. These are the people to reach out to next.
Pipeline Flow shows how many people are at each stage and where momentum is building or stalling.
Lane View lists the people behind each stage. Select anyone to open their record.
Want a simpler board of cards by stage? Use Pipeline for a quick visual check.

Open Networking Progress

What the stages mean

Every relationship is somewhere on this path

When you edit a contact, you choose a status. Networking Progress groups those statuses into five stages. Pick the one that matches what is really happening. That’s what makes the priorities useful.

1
Contacted
You made the first move.
Choose: Lead Generation
→ Follow up if you haven’t heard back within a week.
2
Engaged
They replied or showed real interest.
Choose: Engagement
→ Find out what they need and whether you can help.
3
Qualified
It’s worth a focused follow-up.
Choose: Qualification
→ Set up a real conversation or meeting.
4
Opportunity
The conversation could become business.
Choose: Proposal, Negotiation
→ Send the proposal, agree on terms, and set a date.
5
Customer
The relationship is producing value.
Choose: Closing, Post-Sale, Closed Won
→ Keep in touch, look after them, and ask for introductions.

Improve your network

A 20-minute weekly routine

Network works best as a habit. Follow this routine each week and your relationships keep moving forward instead of going quiet.

Monday

Check your health

Open Relationships and look at which meter is lowest. That is this week’s focus.

Relationships

Monday

Pick 3–5 people

Choose from TODD Action Priorities on Networking Progress. Keep the list small enough to finish.

Priorities

During the week

Reach out

Send the email, make the call, share the article. After each one, write a line in their notes.

Contacts

Friday

Update stages

Move anyone whose relationship changed. This keeps next week’s priorities accurate.

Pipeline

Other places to go

Explore at your own pace

Sign inConnect your account so you can save and work with your own network.PricingSee how Network Expanded gives you room for more relationships.iOS AppTake your network with you on your phone.

Help on every page

Talk to TODD when you need a hand.

Move your mouse toward the bottom-right corner of the page and the Talk to TODD assistant appears. Click it to ask about Network or the page you’re on. TODD can see which page you’re viewing, so you can get help without leaving your work.

On a touch device, tap the bottom-right corner to show TODD.