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Edit the number 90 to change the time range for outreach (in days).
Check out “Dashboard” to see charts on your progress with networking!If you integrate Calendly with your Google Calendar, you’ll be able to see all your coffee chats in one spot!
Personal CRM
Use this doc to keep track of all the people you talk to!
Contact List
Name
Association
Company
Email
LinkedIn
LinkedIn URL
Status
Most Recent Conversation
Follow-up email
Find on LI
Not time to reach out yet!
Send email
There are no rows in this table
Add contact
Conversation Log
Name
Association
Date of conversation
Notes
Open
There are no rows in this table
Add conversation
How this template works
You can delete this once you get the hang of it!
We used this formula in the Status column of the table above.
if(Today()-thisRow.[Most Recent Conversation]>=90,Concatenate("It's time to reach out!"), Concatenate("Not time to reach out yet!"))
If more than 90 days have passed since the last time you contacted the person, you'll see "Time to reach out!" appear next to their name. We’ll also notify you by email if you want to!
Other cool things about this CRM
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