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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

Personal CRM

How to organize contacts after a conference — in one evening

Turn a pocket of business cards, badge scans, and LinkedIn adds into a prioritized follow-up list in one evening — a five-step triage workflow.

7 min

Personal CRM

How to rebuild your professional network after a layoff, move, or career break

Rebuilding a professional network starts with dormant ties, not strangers: a four-week plan plus scripts for reaching out after years of silence.

7 min

Personal CRM

How to reconnect with old colleagues (without making it weird)

Old colleagues are dormant ties — surviving trust plus new information. Scripts that don't open with an ask, and what to do when it's been five-plus years.

7 min

Personal CRM

How to remember details about people (without pretending you have a perfect memory)

Elaborative encoding, the spacing effect, and the 30-second note: how people who 'remember everything' actually do it — and the ethics of writing it down.

7 min

Personal CRM

How to remember names (it's attention, not memory)

Why names evaporate seconds after an introduction, encoding tricks that survive real conversations, and the recovery scripts for when one is already gone.

7 min

Personal CRM

How to sync contacts between Gmail and iPhone (and the default-account trap)

Current iOS settings for Google contact sync, manual CardDAV, moving contacts between iCloud and Google via vCard, the default-account trap, and a fix matrix.

12 min Updated

Personal CRM

Informational interviews: how to get them, run them, and not waste them

The ask that gets a yes, a 25-minute structure, questions that produce real answers — and the follow-up that turns one conversation into a relationship.

8 min

Connection

Staying close to family across distance: calls with substance, not logistics

Long-distance family ties survive on substance, not logistics calls. Rituals across time zones, kid-grandparent bridges, and the visit cadence conversation.

8 min

Personal CRM

How to move your contacts out of Google, step by step

De-Google your contacts in an afternoon: export via Takeout or directly, know what breaks (labels, photos), pick a destination, and keep sync sane after.

8 min

Personal CRM

Build a networking follow-up system that survives busy weeks

A follow-up system in four stages — capture, triage, cadence, review — designed to keep working through deadline weeks, not just motivated ones.

7 min

Personal CRM

Networking for introverts: preparation, depth, and the written follow-up

Introverts don't need to fake extroversion to network well. Preparation, fewer-but-deeper conversations, recovery budgets, and the written follow-up.

8 min

Personal CRM

One-time payment personal CRMs: the honest economics of lifetime software

Subscription fatigue is real, but lifetime deals fail for real reasons too. The honest economics of pay-once software, plus a buyer's checklist that travels.

7 min