Personal Relationship Manager

Personal Relationship Manager

Sep 27, 2019 8:11 AM

A Notion template made by @ukcharlietaylor

๐Ÿค” What this is

click the black triangles to see more detail

Like a CRM but for personal relationships, to help you stay closer to friends and contacts
  • ๐Ÿ‘ฅ Just who matters: Your most important people, in one place
  • ๐Ÿ—“๏ธ When it counts: Reminders to call, write or meet up
  • ๐ŸคŸ 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...)
The People template (database) below is where you add contacts and their information
  • ๐ŸŽฏ Set goals - a minimum frequency to connect
  • ๐Ÿšฉ See who you're overdue with *
  • ๐Ÿ”จ Set reminders - ๐ŸŽ‰ birthday cards, ๐Ÿฝ๏ธ dinners, etc.
  • ๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Keep notes of friends' family names
  • ๐Ÿคธ Add tags for interests - eg.โ›ท๏ธ skiers and โ™ ๏ธ poker players
  • ๐ŸŒป Give friends an emoji, because why wouldn't you
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
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)
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("๐ŸŽฏ Goal") == "Weekly", 7, if(prop("๐ŸŽฏ Goal") == "Monthly", 28, if(prop("๐ŸŽฏ Goal") == "Quarterly", 90, if(prop("๐ŸŽฏ Goal") == "Half-Year", 180, if(prop("๐ŸŽฏ 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("๐ŸŽฏ Goal") == "Weekly", 7, if(prop("๐ŸŽฏ Goal") == "Bi-monthly", 60, if(prop("๐ŸŽฏ Goal") == "Monthly", 28, if(prop("๐ŸŽฏ Goal") == "Quarterly", 90, if(prop("๐ŸŽฏ Goal") == "Half-Year", 180, if(prop("๐ŸŽฏ Goal") == "Annually", 365, 999999))))))

๐Ÿ–๏ธ How to get it

๐Ÿ’ญ 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)" ๐Ÿ‘‡ to see the contacts list in different formats and with filters โฌ†๏ธ

Template (1): People

Name๐ŸŽฏ Goal๐Ÿšฉ Overdue<-- LastNext -->๐Ÿ”จ ActionShared Event
January 21, 2019
January 29, 2019

Return his camera next time!

January 21, 2019
February 5, 2020
February 2, 2019
November 5, 2018
December 19, 2018

Arrange dinner @April 10, 2019 8:00 AM (GMT+1)

January 28, 2019
February 8, 2019
December 4, 2018
June 27, 2019

Share case study

Open "Trip to S. Africa" ๐Ÿ‘‡ to see how you can keep notes and files inside the table โฌ†๏ธ

โœˆ๏ธ๐Ÿท Template (2): Events