CRM
CRM

CRM

Created
Nov 29, 2019 9:31 AM
Tags

Personal Relationship Management

πŸ€” What this is

click the black triangles to see more detail

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Like a CRM but for personal relationships, to help you stay closer to friends and contacts
  • πŸ‘₯ Just who matters: Your most important people, in one place
  • πŸ—“οΈ When it counts: Reminders to call, write or meet up
  • 🀟 To grow closer: Keep the habit of staying in touch
  • Made in Notion: An app you can run your life with (and make pages like this with...)
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The People template (database) below is where you add contacts and their information
  • 🎯 Set goals - a minimum frequency to connect
  • 🚩 See who you're overdue with *
  • πŸ”¨ Set reminders - πŸŽ‰ birthday cards, 🍽️ dinners, etc.
  • πŸ‘¨β€πŸ‘©β€πŸ‘¦ Keep notes of friends' family names
  • 🀸 Add tags for interests - eg.⛷️ skiers and ♠️ poker players
  • 🌻 Give friends an emoji, because why wouldn't you
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Click on "All - Simple (Table)" to see People in different ways (and make your own view)
  • Create your own views - format, filters and sorting. These are just examples...
  • All - Detailed show everyone, in a table format with most of the fields used
  • All - Simple shows everyone, in a table format with fewer fields for easier reading
  • Get Info shows who you're missing information for, e.g. birthday and address
  • Get In Touch shows who you're overdue with, in a kanban format
  • Birthdays shows upcoming birthdays, in a calendar format
  • Actions shows who you've set yourself reminders about, in a gallery format
  • Poker Players shows a simple list of people filtered by having Poker as an interest
  • Interview Candidates shows a kanban board of current / past interviewees
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All of these views are based on the same database of information
  • Each record in the database appears as a row in the All tables
  • The data (columns) in each record is shown when you open a record
  • Open a record by hovering over a name and clicking the OPEN button that appears (or just click the name on mobile)
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The second database for Events is a list of trips and activities, and is linked to the People database
  • The tables sync automatically
  • In the People table, click a cell in the Shared Event column and you can tag someone to an event
  • ...which will then add that person to the People column in the Events table
  • This also works the other way around - click first in the People column of the Events table...

* If you change the Goal field, you can adjust the formula in the Deadline field so that it works with your new option. Open a record in the database and update the current formula:

if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999)))))

For example, if you want to add a "Bi-monthly" you would replicate the logic used with the other options:

if(prop("🎯 Goal") == "Weekly", 7, if(prop("🎯 Goal") == "Bi-monthly", 60, if(prop("🎯 Goal") == "Monthly", 28, if(prop("🎯 Goal") == "Quarterly", 90, if(prop("🎯 Goal") == "Half-Year", 180, if(prop("🎯 Goal") == "Annually", 365, 999999))))))

πŸ–οΈ How to get it

πŸ’­ Why I did it

Remembering to get in touch is different to responding to a text or post on social

(and maybe a doc is as good as an app)

Click "All - Simple (Table)" πŸ‘‡ to see the contacts list in different formats and with filters ⬆️

πŸ™‚
Template (1): People

Name🎯 Goal🚩 Overdue<-- LastNext -->πŸ”¨ ActionShared Event
🚜
Fil
Weekly
January 21, 2019
January 29, 2019
Return his camera next time!
πŸ‡ΊπŸ‡Έ
Louise
Weekly
January 21, 2019
February 5, 2020
😸
Ann
Monthly
February 2, 2019
πŸ‘Ÿ
Tim
Quarterly
November 5, 2018
πŸ‘”
Andy
Quarterly
December 19, 2018
Arrange dinner @April 10, 2019 8:00 AM (GMT+1)
✈️
Simone
Half-Year
January 28, 2019
February 8, 2019
πŸ”¬
James
Annually
December 4, 2018
June 27, 2019
Share case study
Carl

Open "Trip to S. Africa" πŸ‘‡ to see how you can keep notes and files inside the table ⬆️

✈️🍷 Template (2): Events