For business cards, I just add them to Evernote by taking a photo of them on my iPhone. That then syncs to the Evernote server, which uses OCR to index the card – that’s then available via a web interface and in the Mac Evernote client. No brainer!

Thanks for reading my post! And thank those of you (you know who you are) that contributed a comment. Let’s keep this discussion of GTD’s application to relationship development going with your observations, thoughts, questions, and solutions!

I look forward to hearing what you have to say!

Has anyone had any luck with card scan services?

For contacts, I use Highrise by 37signals. Since it is web-based, it allows me to enter contact info from anywhere. I can add notes, atach emails, and create follow up tasks among other things. Tasks that are created can also be delegated to other staff members. Email notifications are sent to me, or if I delegate the task, to staff members.

For example, if I visit a referring physician, I can enter notes about the visit & create a follow up task for my office staff. They receive an email stating that they have been assigned a task. In doing this, I have used GTD’s under 2 minute rule to enter my notes & delegate a task. This commitment now moves to the “waiting for” area & my mind is clear for the next task.

I hope my comments are helpful. Thanks for the post!