Design a personal CRM system for managing my professional network.
Tool: [NOTION / AIRTABLE / GOOGLE SHEETS / FOLK / CLAY]
Network size: [APPROXIMATE CONTACTS]
Goals: [BUSINESS DEVELOPMENT / JOB SEARCH / COMMUNITY BUILDING / GENERAL NETWORKING]
Provide:
1. **Contact Database Structure**: Fields to track (name, company, role, relationship strength, last contact, notes, tags)
2. **Categorization**: How to tag and segment contacts meaningfully
3. **Interaction Log**: Template for tracking every touchpoint
4. **Reminder System**: Automated nudges for people you haven't contacted in X weeks
5. **Outreach Templates**: 5 templates for staying in touch naturally (congratulations, sharing resource, checking in, introduction, asking for help)
6. **Relationship Scoring**: How to rate relationship strength and prioritize nurturing
7. **Weekly Routine**: 15-minute weekly networking routine
8. **Introduction Matching**: How to track who could benefit from knowing each other
9. **Event Prep**: How to prepare for conferences by tagging relevant contacts
10. **Setup Guide**: Step-by-step to build the system today
Design a personal CRM system for managing my professional network.
Tool: [NOTION / AIRTABLE / GOOGLE SHEETS / FOLK / CLAY]
Network size: [APPROXIMATE CONTACTS]
Goals: [BUSINESS DEVELOPMENT / JOB SEARCH / COMMUNITY BUILDING / GENERAL NETWORKING]
Provide:
1. **Contact Database Structure**: Fields to track (name, company, role, relationship strength, last contact, notes, tags)
2. **Categorization**: How to tag and segment contacts meaningfully
3. **Interaction Log**: Template for tracking every touchpoint
4. **Reminder System**: Automated nudges for people you haven't contacted in X weeks
5. **Outreach Templates**: 5 templates for staying in touch naturally (congratulations, sharing resource, checking in, introduction, asking for help)
6. **Relationship Scoring**: How to rate relationship strength and prioritize nurturing
7. **Weekly Routine**: 15-minute weekly networking routine
8. **Introduction Matching**: How to track who could benefit from knowing each other
9. **Event Prep**: How to prepare for conferences by tagging relevant contacts
10. **Setup Guide**: Step-by-step to build the system today
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