My Notion Template for Personal CRM 🔨
With a full video explainer of how to use it and all the reasoning that went into it.
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Hey! This is a special edition of Refactoring because, rather than sharing an article, I am sharing a tool I created for myself.
A few weeks ago I wrote an article about what I do to grow my network. That included journaling and staying in touch with the people I care about the most.
For doing that, I have been using Notion as a lightweight CRM for two years now. I write down whenever I talk with someone, I set how often I want to get in touch with people, and I get alerts whenever I am missing out.
This helps me immensely.
Actually, I feel stupid thinking that I resisted for so long being intentional on this. I used to think that, in the end, these things were only useful to super-connectors with hundreds of folks to index.
Right? Wrong! 🙅♂️
I don’t have a big network myself. Yes, many people know me from the newsletter, but the people in my life I don’t want to lose touch with are no more than 40 or 50.
Yet, even on such a small scale, I can’t imagine going back to holding everything in my head — like remembering the last time I spoke with someone, about what, or what I could be helpful with.
Long story short, at the end of the last article I entered a survey asking if you wanted me to create a Notion template for my CRM, and… you made yourself quite clear:
So here we go! I spent last week making a standalone version of my CRM + Journal system for you to use.
The template is exclusive for paid members, but I created a video explainer for everybody that goes through the whole structure. This way, you can 1) figure out if it would be helpful to you before you possibly get a subscription, or 2) replicate it yourself if you prefer so!
You can find it below, with instructions about the various parts 👇
If you are a paid subscriber, you can get the template from the button below 👇