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Human Relationship Management (HRM): track your relationships to build for the long term
Human Relationship Management (HRM): track your relationships to build for the long term.
People
Interactions
Setup & Add-ons
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Setup & Add-ons
Setup
Import
If you have an existing list of People in a spreadsheet or personal CRM, copy/paste them into the
People
table, or start from scratch.
You can also add your
Google Contacts
.
People
All people are tracked in the
People
table.
People have associated
Companies
and
Tags
that you can add.
If you want to add a new person, go to
Add Someone
to add them.
If you want to find someone by name, go to
Find Someone
and search.
If you want to see a list of people with tag(s), go to
Filter by Tag
.
Follow-Ups
From the doc, you can write follow-up emails and schedule drafts.
If you’d like to automatically create follow-ups via the Gmail Pack, enter your email:
See upcoming follow-up emails →
Follow-Up
My 4 golden steps to mastering the art of follow-up
Immediately after you finish the interaction (call, email, etc.), head to
Follow-Up
and follow these 4 steps:
Decide if you need a follow-up email. If yes, continue to Step 2. If no, click
Skip email
.
Write a follow-up email within 15 mins after the interaction.
Choose a date in the future to send the email.
Click
Create draft
, or let the automation click it for you on your selected date. You can adjust the automation in
⚙️ Settings
.
Add-Ons
You can add
Birthdays
and birthday reminders if you want to keep track of those.
You can sync with
Google Contacts
and match People to your
People
table and add new Google Contacts.
You can add
Angel Investing
by extending the
Companies
table and tracking potential deals.
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.