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301 articles - Page 4 of 13

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Personal CRM

How to follow up after a job interview: the thank-you email, the silence, and the long game

When to send the thank-you email, how to follow up on silence without being pushy, and why interviewers who said no belong in your long-term network.

7 min

Personal CRM

Freelance client relationships: your past clients are the pipeline

The project-end ritual, the six-month win-back window, referral bookkeeping, and testimonial timing — how freelancers turn past clients into a real pipeline.

8 min

Friendship

Your friend group is drifting apart. Here's how to tell if it's fixable.

Most friend groups don't end — they dissolve from missing logistics. How to diagnose drift vs. a real ending, restart gravity, and accept a smaller circle.

8 min

Connection

The holiday card system: a list that does relationship work

Build the card list once, verify addresses in mid-November, settle the signed-by question, and write one specific line — a holiday card system that lasts.

8 min

Personal CRM

How often should you follow up with networking contacts?

Concrete follow-up numbers by relationship tier: 2–4 weeks for the inner circle, quarterly for warm ties, yearly for the rest — and when to stop.

8 min

Personal CRM

How to ask for a referral without the cringe

Ask right after a delivered win, name one specific person you want to meet, make the yes a two-minute job — and run the thank-you loop that earns the next one.

7 min

Personal CRM

How to ask for a warm introduction (the double-opt-in way)

Ask with a forwardable email and a double-opt-in: what to write, a real example, and why making it easy to say no gets more intros made.

8 min

Personal CRM

How to back up your contacts — and actually test the restore

Sync is not a backup. The 3-2-1 rule applied to contacts: export paths for iCloud, Google, and Android, vCard vs CSV, and a yearly ritual with a test restore.

7 min

Connection

How to be a regular: the quiet joy of being known at your café, gym, or club

Being a regular at a café, gym, or club is a learnable practice. Oldenburg's third places, weak-tie research, and how repetition turns strangers to community.

8 min

Personal CRM

How to build a personal CRM in Notion — and where it breaks

A working Notion personal CRM: the exact database properties, views, and templates to set up — plus the three places the system breaks down in real use.

8 min

Personal CRM

How to export your LinkedIn connections — and what the CSV actually contains

Where LinkedIn's official connections export lives, what Connections.csv contains, why most emails are missing — and the ToS-clean way to use the file.

8 min

Personal CRM

How to find a mentor (without ever asking "will you be my mentor?")

Why the direct mentor ask fails, how specific questions earn mentorship instead, the mentor-sponsor difference, and the cadence that keeps it alive.

7 min

Personal CRM

How to follow up after a networking event (without being a pest)

The 48-hour rule, three-part messages that get replies, how to sequence a second and third touch — and when silence means you should stop.

7 min

Personal CRM

How to introduce two people (without burning either side)

The connector's playbook: when an intro helps both sides, double-opt-in mechanics, a five-sentence intro email template, and how to bow out gracefully.

8 min

Personal CRM

How to keep in touch with mentors: the update email, gratitude that lands, and graduating to peer

Mentors stay invested when they see their advice change something. The update email that does it, gratitude that lands, and the path from mentee to peer.

7 min

Personal CRM

How to keep in touch with professional contacts (without feeling fake)

A working system for staying in touch professionally: three contact tiers, a cadence per tier, and a 15-minute weekly ritual that survives real life.

8 min

Personal CRM

How to keep track of networking contacts: memory, spreadsheet, or CRM?

Memory works to 20 contacts, a spreadsheet to about 50, a personal CRM beyond. What to track at each stage — and what you should never write down.

8 min

Personal CRM

How to maintain your network: garden it, don't harvest it

Network maintenance as gardening, not harvesting: a seasonal routine of give-first touches, dormant-tie revivals, and honest pruning.

7 min

Personal CRM

How to manage investor relationships: the founder's long game

Monthly updates, passes with a revisit date, warm-intro chains, an off-season cadence — how founders keep investor relationships warm between rounds.

8 min

Personal CRM

How to merge duplicate contacts on iPhone, Android, Google, and Mac

Duplicates come from multiple accounts storing the same people. How to merge them on iPhone, Android, Google Contacts, and macOS — without losing data.

7 min

Personal CRM

How to network at a conference: the before, during, after playbook

A target list before you go, session-break tactics over party heroics, why five real conversations beat fifty badge scans — and the capture habit behind it all.

8 min

Personal CRM

How to network without being salesy (or feeling like it)

Networking feels salesy when every touch carries an ask. Lead with curiosity, give first, and learn the line between following up and pestering.

8 min

Personal CRM

How to never forget a birthday again: a four-layer system, not a memory trick

Forgetting birthdays isn't a memory problem — it's a system problem. The four-layer stack: contact fields, calendar feeds, lead time, and the message itself.

7 min

Personal CRM

How to organize 500+ contacts: a three-evening hygiene pass

A decade of accumulated contacts doesn't need an app — it needs triage. The keep/archive/delete pass, tiering, and a realistic three-evening plan.

7 min