Matthew Silberman's Rolodex

This template contains my relationship manager (aka “personal CRM”), which helps you keep in touch with the people you care about, personally and professionally.
About this template

This template contains my relationship manager (aka “personal CRM”), which helps you keep in touch with the people you care about, personally and professionally.

What’s included?
- A relationship manager that auto-calculates how often to reach out based on the status of the relationship and the “circle” you’ve assigned that person to.
- Properties that help you keep track of each person’s city, affiliations (like their company or university), interests, which life stage you met them in, their birthday, and the anniversary of when you met.
- A contact history database where you can create new entries for every interaction, including the method, date, and notes.
- A gift ideas database where you can list what each person likes and filter by gift type (physical or experiential), status (to consider, to buy, bought), and price.
- A contact page that conveniently displays a person’s properties, contact history, gift ideas, and other notes — all in one place.

Categories
About this creator

More by Matthew Silberman

Browse 2 templates

More like this