How to Retrieve Your Organized Leads and Follow-Up Like a Pro
Published September 24, 2026
You've attended networking events, exchanged information, and captured new leads.
But what happens to those contacts afterwards?
A business card sitting on your desk or a lead you can't find won't help you build relationships.
The real value of networking comes from what you do after the connection. Let us walk you through the steps using your eConnect Business Suite:
1. Retrieve and Organize Your Contacts
Open your eConnect Business Suite eWallet to access your saved contacts. From the eWallet screen you will see the Folder’s tab which displays all of folders where your contacts are automatically saved. Remember, contacts are added to the eWallet in multiple ways:
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AI Card Scanner: Scan paper business cards you collect from prospects at conferences and networking events then the leads’ information automatically flows into the ‘Scanned Cards’ folder – already organized and ready to follow-up.
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Lead Form: Have leads fill in your Exchange Info Lead Form. All of these contacts will flow into your ‘Exchanged Info’ folder.
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Manual Entry: Manually enter information for a lead by completing the internal form.
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eConnect: Save a contact who also has the eConnect Business Suite. These contacts will be saved on the eConnect screen under eWallet.
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Import from Mobile (Coming Soon!): Soon you will be able to keep your personal contacts and business contacts separate! Simply import your business contacts from your mobile device into your eWallet directory to make it simple to find your leads, organize them, and follow-up! Stay tuned!
2. Follow Up Within 24 Hours
Don't wait two weeks to remind someone who you are and how you can help. This is what separates the rock-star agents!
We get it. Things get busy and sometimes you may forget to follow-up. Now with the eConnect Business Suite, you can quickly save an email draft and email leads you’ve collected via your email client. Remember to keep it simple and brief!
A simple, personalized message is enough:
"Hi [Name], it was great meeting you at [event]. I enjoyed our conversation about [topic]. Please feel free to reach out if you ever have a real estate question."
You're not asking them to buy or sell a house.
You're simply engaging and re-opening the conversation to help build a relationship.
3. Stay Relevant and Provide Value
One follow-up message isn't a relationship.
Continue sharing information that matters to each contact.
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Interested in a neighborhood? Share a relevant market update.
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Considering buying? Answer common buyer questions.
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An investor? Share useful investment information.
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A referral partner? Look for opportunities to help each other.
Avoid sending generic messages simply to stay visible.
This is how you turn a connection into a relationship that could lead to a business opportunity.
Your Networking System Is Now Complete!
The real value of business networking comes from what you do after the initial connection is made.
What's Next?
Throughout this email series, we've covered how to turn everyday interactions into meaningful business opportunities.
Connect → Capture → Organize → Follow Up → Provide Value
Make this a consistent part of your business routine.
The more intentional you are about building and nurturing relationships, the more opportunities you create for future clients and referrals.
Exciting News Coming?
We're working on an upcoming integration between eConnect Business Suite and Follow Up Boss CRM!
This integration is intended to help streamline how you move captured contacts into your CRM and manage your follow-up process at no additional cost to you!
Stay tuned for more details as we get closer to launch! We're always making improvements to enhance your experience!
Thank you for following along with this series. We hope these tips help you get more value from every connection you make.
Share with Colleagues
If you find this information useful, share this information with your colleagues to help them improve their lead generation and business networking process.
Thank you for being part of the eConnect community.
Who We Are
eConnect Business Suite is an all-in-one platform that helps businesses network, strengthen their brand, capture and organize leads, build lasting customer relationships, and grow—all through one connected suite of tools. These tools include Hybrid Business Cards, Digital Business Cards, Professional Email Signatures, an AI Business Card Scanner, Lead Forms, and a Business Contact Manager.