Download my personal CRM template here: https://www.jeffsu.org/personal-crm-template/

Life is busy and we lose touch with people we never thought we'd meet. In this video, I'll show you how to build meaningful relationships with a personal CRM using a Notion template I created and have been successfully maintaining for the past 6 months.

Simply put, a personal CRM is a personal relationship management system that (1) reminds us to check in with the people we care about and (2) helps us remember important facts and details about those people. Most personal CRMs fail because they are too complex and we find it too much of a hassle to regularly maintain and troubleshoot them.

The personal CRM I created works for two main reasons:

1️⃣ They focus on a few /"important VIPs/" at a time, so that the update does not take too long, and

2️⃣ Notion is available across platforms and therefore does not have the limitations that some apps have when they are only available on one operating system.

Enjoy this Personal Relationships Manager and don’t forget to reach out to a loved one today

TIME STAMP
00:00 Why most personal CRMs fail
00:29 Snapshot of my personal CRM template
00:40 Benefits of using a personal CRM
01:30 Personal CRM template structure
02:30 /"Must-have/" information
05:08 VIP-specific information
07:06 How to maintain your personal CRM
08:14 Advantages of Notion over other platforms

RESOURCES I MENTION IN THE VIDEO
My Notion playlist – https://www.youtube.com/playlist?list=PLo-kPya_Ww2zB8GGyTmZdV9yhouquFUBS

MY FAVORITE EQUIPMENT
My YouTube gear – https://geni.us/youtube-gear
What's in my bag – https://geni.us/mybag
What's on my desk – https://geni.us/mydesk
What I take with me – https://geni.us/mytravel

MY FAVORITE SOFTWARE
️ Skillshare – https://geni.us/skillshare-jeff
Canva – https://partner.canva.com/jeffsu

BE MY FRIEND:
Subscribe to my productivity newsletter – https://www.jeffsu.org/productivity-ping/
Instagram – https://instagram.com/j.sushie
LinkedIn – https://www.linkedin.com/in/jsu05/
Clubhouse – https://www.joinclubhouse.com/@jsushie

WHO AM I:
I'm Jeff, a full-time product marketer. In my free time, I like to tinker with tools and develop systems that help me get things done faster – or as one of my friends puts it: /"Get better at being lazy/"
If you want to talk, I'd love to hear from you. The fastest way to get a response is to message me directly on Instagram (@j.sushie)!

PS: Some of the links in this description are affiliate links for which I receive a commission.

Disclaimer: My opinions are my own and may not reflect those of my employer.

#personalCRM #notion

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