Personal CRM (Notion template)

Personal CRM (Notion template)
Keep in contact with people you care about :)

How to use this template

  1. Start small - Add 10-20 people first (scroll through your messaging apps to find those you chat with frequently)
  2. Add the "must-have" information and customize properties/color!
  3. Start with 1-2 "VIPs" depending on YOUR objective (e.g. if you're job searching then your "VIPs" should include a few professional contacts you want to reach out to on a regular basis
  4. Dedicate time every week, two weeks, or every month and update your Personal CRM with new contacts, new views, etc.
  5. Have fun and enjoy the process!

Make a copy here 👇🏻

  • Link to Jeff's Personal CRM Template