Personal CRM
Table of Contents
1. Personal CRM
Like a CRM but for personal relationships instead of proffesional ones
1.2. CRM (Customer Relationship Manager)
(Personal Information Management is like PKM but more CRM-oriented)
Usually you use it with professional customers, but you can build a
Personal CRM (that’s the key term to search on Google)
It may be a bad model (see https://gosupercake.com/) since Professional CRM tend to be too focused on quantity instead of quality
Useful org-contacts
1.2.1. Monica → Personal CRM
- Features
- Love Relationships
- Family Relationships
- Other Relationships
- Pets
- Contact Information
- Addresses
- How you met
- Work information
- Food preferences
- Log conversation
- Phone calls
- Last call date
- Last call date
- Activities
- Last activity date
- Last activity date
- Reminders
- Tasks
- Gifts
- Debts
- Documents
- Interaction time length
- Rating at completion
- Interaction time length
- My features
- Ideas for planned activities → Planned activities → Activities (pipeline)
- Stuff to share
- Food allergies
- Ideas for planned activities → Planned activities → Activities (pipeline)
- Love Relationships
1.2.3. Take notes when you meet your friends
https://barehands.substack.com/p/how-to-take-meeting-notes ( the process is for
personal meetings with friends where we discuss ideas we’re interested in)