I am wondering how in the GTD system I should categorize and handle the following:
I am in a business development role, which means keeping track of many potential clients (up to 100) and keeping in contact with them. Sometimes the whole process of contacting a new client, cultivating them, and winning their business can take a year. It involves many steps such as emailing, responding to questions from them, talking to many people within the company, sending them literature, keeping an eye out for news that I should email them, adding them to my newsletter distribution list, etc.
How do I categorize and handle that? In my Project list, do I add "Penske" (or some other company name) and list out every step I should take with the company? Or, is there some better way?
How do I look across the 100 clients I am cultivating and know where I am with each one? Does that require a separate spreadsheet? I want to be able to track metrics such as "Out of 100 leads we are working, 10 we have submitted bids to, 30 we are scheduled to talk with about upcoming projects, 50 we spoke with and plan to check back with over the next month, etc." How can GTD do that? I have literally thought about a wall chart of little yellow stickies that I move from left to right through successive stages as I cultivate the relationship with potential clients. But is there a better way?