How to Organize Your Job Search & LinkedIn Connections


If you don’t have a CRM database for your job search, you may need to utilize Excel or Google sheets, which you can access from anywhere at any time. There’s an app for Google Drive and Google Sheets, and more, available to download and access on your iPhone or Android, no matter where you are.

As a member of the Apple cult with a Mac, I also use Microsoft Office products aside from Google. I now keep everything in the cloud (actually two clouds) after losing all my intellectual property on hard drives in a 2005 fire.

As a job seeker, whether unemployed or seeking to make a career change, you have to stay organized. A Google calendar or Outlook, or some other digital calendar is needed to keep your appointments and events organized, especially if you are utilizing Zoom or something similar for interviews.

You have heard the famous paraphrased Lewis Carroll quote, “If you don’t know where you’re going, any road will get you there.”

Also, you have heard Benjamin Franklin’s quote, “If you fail to plan, you are planning to fail.”

Both of these quotes are essential to your job search. You have to have a goal and target in mind. You have to be clear about what you want to be when you grow up, so you know:

  • WHO you need to network with who will help you move forward
  • WHERE you need to network, including on LinkedIn
  • WHAT position you are targeting so you can tailor your elevator pitch, positioning statement, and keywords, as well as list and research your target companies
  • WHEN you are seeking to make the change
  • WHY you left/are leaving your last position and how you are going to explain that in an interview
  • HOW you are going to set up your job search plan and strategies

If you have LinkedIn Sales Navigator as your CRM, you can keep details in there. If you don’t have Sales Navigator, you will need to have a different CRM or set up a spreadsheet that will track all of the above information, jobs you applied for, scheduled interviews, and your post-interview follow-up.

Job search is a journey, and organization and attention to detail are essential. Companies have systems, processes, and procedures, and so must you. Here are some categories for your spreadsheet you might consider:


  • Company Name
  • Company Website
  • Company Address
  • Company LinkedIn Page that you are following


  • Job Title
  • Department
  • Job Posting Number
  • Date Posted
  • Job Posting Link
  • Name of Job Contacts
  • Date of Application
  • Method of Application
  • HR Name
  • Hiring Manager


  • Date(s) & time(s)
  • Address


  • Thank you note sent
  • Date(s) of Follow Up
  • Method of Follow Up
  • Result or outcome
  • Next Steps


  • Name
  • LinkedIn URL
  • Date connected
  • Email
  • Phone
  • Referred by


  • Comments or notes
  • Press Release Links or Glassdoor Comments


  • Date
  • Sponsor of Event
  • Event or Workshop Name

You may want to color code green, yellow, red, or some other system, so you have a visual for your data in rows.

You may also want to have another spreadsheet for an activity tracker to earn daily points for:

  • Setting appointments – virtual coffees and informational interviews
  • Attending networking events
  • Attending workshops
  • Making phone calls
  • Making LinkedIn connections (you can do a weekly search of up to 100 people)
  • Receiving referrals
  • Giving referrals
  • Applying to jobs
  • Scheduling an interview
  • Participating in an interview
  • Commenting on targeted LinkedIn posts

Although there are many other project management tools and Kanban boards that you can use to track your job search, like Asana, ClickUp, Monday, and Trello, you will probably agree with me that the spreadsheet will be the most useful for tracking.

If you are not a techie or don’t have techie tools to use, some excellent recruiters and staffing agencies can help you do the heavy lifting and find you a job that fits your skill set.

You will find four job search trackers ready for you to make a copy, so you can personalize your job search if you take action #1 below.

Missed the previous article Your Essential List of LinkedIn Image Sizes & Character Counts? Read it here.


  1. Join as a member at of the #1 business networking association on the Philadelphia Business Journal’s Book of Lists.
  • Register on links on the events page for these upcoming online events.
  • 11/5 Fri – Interviewing Techniques
  • 11/5 Fri – How to Design Your Dream Job & Get Hired to Live It (Clubhouse event)
  • 11/8 Mon – Career Success Group
  • 11/8 Mon – Beating the Applicant Tracking System
  • 11/9 Tues – Customer Loyalty/Retention Post-COVID
  • 11/9 Tues – Put Your Dream to the Test (a John Maxwell presentation)
  • 11/9 Tues – Business Executives Networking Group (BENG)
  • 11/10 Wed – PowerThinking: Rejuvenating Your Amazing Mind Resilience Building Call
  • 11/10 Wed – Salary Negotiation Mistakes
  • 11/11 Thurs – Career Agility: Decoding the Virtual Job Search
  • 11/11 Thurs – Strategic Research-based Approaches to LinkedIn
  • 11/12 Fri – Interviewing Techniques
  • 11/12 Fri – How to Use Innovation as Your Competitive Advantage (Clubhouse event)
  • 11/13 Sat – Breaking Balance: Increasing Productivity While Improving Your Work-Life Harmony
  • 11/15 Mon – Career Success Group