Authored by Levi Wick, Client Development Specialist at Faegre Drinker and 2023 Communications Director of LMA Minnesota
In May 2023, the LMA Minnesota Local Group hosted an educational program focusing on building an experience database and identifying existing data. Laura (Toledo) Gutierrez, Project and Sales Manager at Content Pilot, shared best practices, showed us how to get started on identifying data, and walked us through ways to make the most of the data we collect.
Watch the program on-demand here.
Key Takeaways
- Think about what types of information you want to collect and track: what information is important to you? What would be most helpful for you and your organization? Consider info related to one-pagers, RFPs, pitches, articles, sponsorships, and more.
- Utilize tools such as Airtable, Zapier, and Slack to create and utilize a positive and efficient workflow, identifying relationships between tasks, tags, topics, documents, etc.
- Don’t be afraid to dig in and experiment with new, up-and-coming tech tools! Test them in a way that makes sense for your particular needs: whether it be for testimonials, blogs, articles, social media, awards, recognitions, or a plethora of other concepts, these tools are meant to ease stress, create an effective workflow, and save time and effort!
- Play around with the idea of automation and use it for both personal and professional-related concepts to help develop skills and expertise at your own pace in a way that enhances your capabilities.
Questions? Please reach out to Laura (Toledo) Gutierrez at laura.gutierrez@contentpilot.com
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