I Built a Personal CRM on Notion (template included)!

TL;DR

Use a personal CRM template on Notion to easily manage and maintain meaningful relationships with friends, family, and professional connections.

Transcript

when life gets busy we need to be reminded to enjoy our most meaningful relationships sounds good doesn't work if you're anything like me at some point in your life you've tried to manage your contacts and after spending 15 minutes input information like email phone number linkedin company role name of the children name the doc cat alligator for ju... Read More

Key Insights

• 🆘 A personal CRM helps you remember important details and maintain relationships.
• 💄 The Notion template makes it easy to update and manage your personal CRM.
• 🙃 Adding birthdays and highlights immediately and scheduling catch-ups are important for maintaining relationships.
• 👪 VIPs are subjective and can include family, friends, mentors, and colleagues.
• ❓ Notion is a versatile platform available across all devices.

Questions & Answers

Q: What is a personal CRM and why is it important?

A personal CRM is a system to manage and maintain relationships with important contacts. It is important because it helps you stay in touch and remember important details about people in your life.

Q: How does the personal CRM template on Notion work?

The template has columns for basic information like name, relationship, birthday, industry, and location. VIPs have their own individual pages with additional information. The template helps you easily update and maintain your personal CRM.

Q: How do I determine who to tag as VIP?

VIPs are people you want to intentionally keep up with on a regular basis. They can be family, friends, mentors, colleagues, or anyone you value staying in touch with. It is subjective and based on your personal goals.

Q: How do I maintain and use the personal CRM?

Add birthdays and plan meetings as soon as you find out, jot down highlights after meetings, and schedule regular maintenance sessions. Keep the number of VIPs manageable and adjust them based on your needs.

Summary & Key Takeaways

• A personal CRM is a relationship management system to help you stay in touch with important contacts.

• The template on Notion keeps track of basic information such as name, relationship, birthday, industry, location, and VIP status.

• By strategically choosing VIPs and adding additional information on their individual pages, you can effectively maintain and update your personal CRM.