Set up a personal CRM system for managing professional relationships.
Tool: [NOTION / AIRTABLE / GOOGLE SHEETS / DEDICATED CRM]
Network size: [APPROXIMATE CONTACTS]
Goal: [JOB SEARCH / BUSINESS DEVELOPMENT / COMMUNITY BUILDING / GENERAL NETWORKING]
Provide:
1. **Database Structure**: Fields for each contact (name, company, role, relationship strength, last contact, tags, notes)
2. **Categorization**: How to tier contacts (A/B/C) based on relationship importance
3. **Touch Cadence**: How often to reach out to each tier
4. **Touch Templates**: 10 low-effort ways to stay in touch (not just "checking in")
5. **Meeting Notes**: Template for capturing key info after conversations
6. **Follow-Up System**: Automated reminders and task creation
7. **Event Tracking**: Log interactions, introductions made, value exchanged
8. **Pipeline View**: For tracking active opportunities or conversations
9. **Weekly Routine**: 15-minute networking habit
10. **Import**: How to populate from LinkedIn, email, phone contacts
Set up a personal CRM system for managing professional relationships.
Tool: [NOTION / AIRTABLE / GOOGLE SHEETS / DEDICATED CRM]
Network size: [APPROXIMATE CONTACTS]
Goal: [JOB SEARCH / BUSINESS DEVELOPMENT / COMMUNITY BUILDING / GENERAL NETWORKING]
Provide:
1. **Database Structure**: Fields for each contact (name, company, role, relationship strength, last contact, tags, notes)
2. **Categorization**: How to tier contacts (A/B/C) based on relationship importance
3. **Touch Cadence**: How often to reach out to each tier
4. **Touch Templates**: 10 low-effort ways to stay in touch (not just "checking in")
5. **Meeting Notes**: Template for capturing key info after conversations
6. **Follow-Up System**: Automated reminders and task creation
7. **Event Tracking**: Log interactions, introductions made, value exchanged
8. **Pipeline View**: For tracking active opportunities or conversations
9. **Weekly Routine**: 15-minute networking habit
10. **Import**: How to populate from LinkedIn, email, phone contacts
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