Centre of Influence Tracker
Centre of Influence Manager - User Guide
Overview
The Centre of Influence (COI) Manager helps you track and manage your professional relationships with key contacts who can refer business to you. This includes accountants, lawyers, real estate agents, and other professionals in your network.
Getting Started
1. Select Your Name
Use the dropdown at the top of the page to select your name
This will load all your existing COIs and allow you to add new ones
Managing Your COIs
Adding a New COI
Click on the "Add/Edit COI" tab (should be active by default)
Fill in the required information:
First Name and Last Name (required)
Company - Where they work
Relationship Type - e.g., Accountant, Lawyer, Real Estate Agent
Phone Number - Will become a clickable link
Email Address - Will become a clickable link
Contact Frequency - How often you want to touch base (in days, default 90)
Where You Met - Networking event, referral, etc.
Introduced By - Who introduced you
LinkedIn/Facebook URLs - Their social media profiles
Click "Add Centre of Influence"
Editing an Existing COI
Find the COI in the table on the left
Click the "Edit" button in the Actions column
The form will populate with their current information
Make your changes and click "Update Centre of Influence"
Click "Cancel" to return to add mode without saving
Deleting a COI
Find the COI in the table
Click the "Delete" button
Confirm the deletion when prompted
Warning: This will permanently remove the COI and all meeting history
Logging Meetings
Recording a Meeting
Click the "Log Meeting" tab
Select the COI you met with from the dropdown
Enter the Meeting Date
Add any Meeting Notes (optional but recommended)
Click "Log Meeting"
Quick Meeting Logging
Click the "Meet" button next to any COI in the table
This will automatically switch to the meeting tab with that COI pre-selected
Understanding the COI List
Table Columns
Name - COI's full name
Company - Their workplace
Type - Relationship type (Accountant, Lawyer, etc.)
Phone - Clickable phone number (opens dialer)
Email - Clickable email address (opens email client)
Last Contact - Date of your most recent logged meeting
Days Since - How many days since last contact
Status - Current contact status (see below)
Actions - Meet, Edit, Delete buttons
Contact Status System
The system automatically tracks when you should reconnect with each COI:
đĸ On Track (Green)
You've contacted them recently
No action needed
đĄ Due Soon (Orange background)
You're approaching 80% of your contact frequency
Consider scheduling a catch-up soon
đ´ Overdue (Red background)
You've exceeded your target contact frequency
Priority contact - reach out ASAP
Smart Sorting
The COI list automatically sorts by priority:
Overdue contacts (red) appear first
Due soon contacts (orange) appear next
On track contacts (green) appear last
Mobile Usage
Responsive Design
The app works on all devices (desktop, tablet, mobile)
On mobile, the form moves below the table
Tables scroll horizontally on small screens
Buttons are optimized for touch
Mobile-Specific Features
Tab buttons stack vertically on mobile
Action buttons are condensed but remain fully functional
Text is sized appropriately for mobile reading
Touch targets are optimized for fingers
Best Practices
Setting Contact Frequencies
Accountants/Lawyers: 60-90 days
Real Estate Agents: 30-60 days
Financial Planners: 90-120 days
Casual Contacts: 180+ days
Meeting Notes Tips
Record key discussion points
Note any referrals given or received
Track their business updates
Record personal details (family, hobbies, etc.)
Note follow-up actions required
Maintaining Your Network
Regular Review: Check your COI list weekly
Prioritize Overdue: Always contact overdue COIs first
Be Consistent: Stick to your contact frequencies
Add Value: Always provide value in your interactions
Update Information: Keep contact details current
Troubleshooting
Common Issues
Dropdowns not loading: Refresh the page
Can't see your COIs: Make sure you've selected your name
Mobile display issues: Try rotating your device or refreshing
Getting Help
Contact IT support if you experience technical issues
Speak to your manager about COI management best practices
Tips for Success
Building Your Network
Add new COIs immediately after meeting them
Always follow up within 24-48 hours of meeting
Set realistic contact frequencies you can maintain
Quality over quantity - focus on valuable relationships
Using the Data
Review overdue contacts weekly
Use the meeting notes to personalize follow-ups
Track which COIs provide the most referrals
Adjust contact frequencies based on relationship value
Integration with Other Systems
Use the clickable phone numbers to call directly
Use the clickable email addresses to send emails
Copy LinkedIn URLs to connect on social media
Export contact information to your phone/CRM if needed
For technical support or questions about COI management strategies, contact your IT team or manager.