Human Relationship Management (HRM): track your relationships to build for the long term

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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.

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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 (

CtrlP

) instead.