How to keep a network, without it becoming a second job
These are the questions people ask before they know a personal CRM exists. Written to be useful whether or not you ever use ours — including the parts where a spreadsheet is the right answer.
What is a personal CRM?
A personal CRM is a private record of the people in your life and when you last spoke. What it is, how it differs from a sales CRM, and who actually needs one.
How to choose a personal CRM
The questions that matter once the novelty wears off: does it tell you who is going cold, does it survive a busy month, what does the free tier really include, and can you get your data out.
How often should you keep in touch? Setting a cadence that survives a busy month
A practical method for deciding how often to reach out to each person, why uniform reminders fail, and how to recover when you fall behind.
Personal CRM vs a spreadsheet: when the spreadsheet is fine
An honest comparison. A spreadsheet handles a surprising amount, and there are three specific points where it stops working.
How to import your contacts without making a mess
Getting people in from Google, Apple, Outlook, LinkedIn and CSVs — and the duplicate problem that ruins most first attempts.
How to follow up after a networking event
The window that matters, what to write when you have nothing to say, and the step almost everyone skips that makes the next conversation possible.
Contact data privacy: what to check before you trust an app with your network
What connecting a Google or Microsoft account actually grants, the questions worth asking any personal CRM, and why export matters more than people think.
Try it on 50 people
Free plan, no card: unlimited contacts, cadences on up to 50 of them — roughly the number worth starting with anyway.