Guide to networking and customer accounting

Short description

Networking is the process of building relationships between people, businesses, or organizations to expand opportunities in business and find new customers. Networking is carried out through personal communication or online platforms. Basic principles of networking include offering help, being proactive, participation in events, having a prepared elevator pitch, and relationship support. Customer accounting involves managing customer relationships and understanding their needs and expectations. Various customer account methods include CRM systems and regular project reviews. Free online client account management software includes Google tables, Trello, Asana, Jira, and Notion. It is important to maintain regular communication, conduct project reviews, create a feedback system, help customers achieve their goals, and maintain personal relationships with customers. Networking and customer account are two key practices that help businesses succeed.

Guide to networking and customer accounting


In today’s world, finding new customers is a task that every business faces. However, it is equally important to be able to retain your customers and establish long-term relationships with them. Networking and a customer account help with this.

In this article, I will explain the concepts of “networking” and “accounting” and give some recommendations for their improvement. First of all, this article will be useful to all novice project managers and sales managers.


Networking is the process of establishing and developing mutually beneficial relationships between people, businesses or organizations. It helps to form a circle of useful contacts, expand your opportunities in business and find new customers. The basis of this process is personal communication.

As a rule, networking is carried out at special events, conferences, forums, where you can meet people interested in the industry. However, networking can also be done online – through social networks, specialized platforms for business, etc.

Basic principles of networking:

  1. Do not get to know people in order to get some benefit from them, to sell them something. With this attitude and insufficient networking experience, you will not purposely push them away and miss the chance to expand your contacts. It is better to go with the thought that you want to help a person and that only if he really needs your help. Also, you don’t need to think about help as your own business proposal. Networking is primarily an installation personal mutually beneficial relations. Therefore, you can offer help personally.

  2. Be proactive. Don’t wait for someone to come to you on their own, start making contacts and talking to potential customers yourself.

  3. Participation in events, conferences, forums where you can meet people interested in your field. This will allow you not only to establish new contacts, but also to gain valuable knowledge and experience.

  4. Be ready to communicate. Prepare an elevator pitch in which you briefly and clearly tell about your business and what you do. This will help you make a good impression on potential customers.

  5. Don’t forget about relationship support. Try to regularly communicate with potential and existing clients, remind them about yourself and your activities. This will help you strengthen relationships and get new opportunities for cooperation.

Here are some tips to help you network:

  1. Find places to meet people in your industry, but not just at professional events. For example, if you like sports, you can try attending group classes or interest clubs.

  2. Don’t be afraid to reach out to new people and start a conversation. Pay attention to them, ask questions, show that you are interested in their ideas and opinions.

  3. Find common interests with new acquaintances. This will help you build deeper and longer lasting relationships.

  4. Remember that networking is a two-way process. Help other people when they need your help and they will be ready to help you too.


Customer accounting is the process of managing your customer relationships. It is important to remember that each client is unique and requires an individual approach. To ensure a long-term relationship with your customers, you must understand their needs and expectations.

There are various customer account methods, including CRM systems and regular project reviews. CRM systems help you manage contacts with customers, and also allow you to track the history of your relationship with them. Regular review of projects helps you to evaluate your work and also allows you to measure the progress of your clients in their business. However, if your company does not have its own CRM system or if you work for yourself and do not want to spend money on it, you can use less adaptive, but simple and free resources.

List of free online client account management software (from simple to complex):

  1. Google tables

  2. Trello

  3. Asana

  4. Jira

  5. Notion

Notion, by the way, is not a direct complex tool. But it has a lot of features that you can completely adapt to yourself, as you want. Trello, Asana and Jiro – in general, almost the same, but there is nothing to say about Google Sheets.

Here are some tips to help you set up your customer account:

  1. Establish regular communication with customers. Send them news about your company, ask about how their projects are going, and offer help if they need it.

  2. Conduct regular project reviews. Discuss with customers their progress, evaluate your company’s performance and discuss possible improvements.

  3. Create a feedback system. Ask your customers what they miss, what they like, and what they don’t like, and use that information to improve your service.

  4. Help clients achieve their goals. Give them recommendations and advice, help them find solutions and try to be helpful in every possible way.

  5. Maintain personal relationships with customers. Find common interests and learn more about them as individuals. This will help you build deeper and longer lasting relationships.

Differences between “networking” and “accounting”

Networking and customer accounting are two different practices, although they are related.

Networking is the process of making connections with people in your industry who can help you in your career.

Customer accounting is the process of managing the relationship with your customers, including establishing communication, creating a feedback system, and helping them achieve their goals.

The main difference between these two practices is that networking is about making connections with people new to you, while customer accounting is about managing relationships with your customers.


Networking and customer account are two key practices that will help you become a successful manager. Networking will help you make connections with others in your industry, and customer accounting will help you manage your customer relationships and ensure their satisfaction. Try to use these tools as effectively as possible, gaining personal experience and studying the theory even more deeply. I hope these practices will help you succeed in your career. They have already helped me personally 🙂

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