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Minimal Cave

Personal CRM - Your Personal Relationship Manager

CRM1 min read

Organize your social network. Follow up meaningfully. Deepen your relationships.

Personal CRM is a power-up on the basic template you find on Notion.

PersonalCRM

I do not have a strong memory. Personal CRM power-up is a lifesaver when I want to recollect my friend's children's names and birthdays.

I am much more present in the conversations with my friends now.

These are some of the things I hear from friends who use this template.

This template powers up the basic template available on Notion with features (good old formulas) that help you build more context and awareness in each interaction.

About Personal CRM Power-up

Outcomes you can drive
  1. Become more present in all your conversations
  2. Follow up at the right time with the right context
  3. Take control of the person you want to be in your different relationships

PersonalCRM-Page

Recommendations
  • Adapt the template options to your liking by reading the 'How to use' section first
  • Do not load all contacts or complete all information at once
  • Fill it up after every conversation, add and remove over time, and gradually personalize it
  • Don't aim for perfection, and don't stress as the number of people you need to ‘reach out’ to increases
  • Think of this power-up as your Personal Assistant and find your sweet spot

Remember, the goal is to form deeper relationships. You can become more deliberate about it with this template. Let me know if you need assistance or if you have any feedback or suggestions.

Access the template

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