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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

Personal CRM

Your personal board of advisors: the four seats and how to fill them

Why 4–6 advisors beat one mentor, the four seats — mentor, sponsor, peer, challenger — how to recruit each without making it weird, and the cadence per seat.

8 min

Personal CRM

Personal CRM in Google Sheets: the full build, step by step

Build a personal CRM in Google Sheets: nine columns, data validation, a days-since formula, and conditional formatting that flags overdue contacts in red.

8 min

Personal CRM

Personal CRM vs. sales CRM: people are not deals

Sales CRMs model deals; personal CRMs model people. Why Salesforce and HubSpot feel wrong for friends and mentors — and when you genuinely need both.

8 min

Personal CRM

Realtor past-client referrals: the seven-to-ten-year long game

Home anniversaries, the closing-gift-to-referral arc, and a sphere kept separate from lead-gen tools — how agents earn repeat and referral business.

8 min

Friendship

Reconnecting with a childhood friend after 20 years: less weird than you think

Messaging a childhood friend after 20 years feels enormous and lands as a gift. What to say, what to expect, and when the past should stay past.

8 min

Personal CRM

Recruiter candidate relationships: place the same person twice

Silver-medalist candidates, the no with a timeline, and notes that stay confidential — how recruiters build relationships that outlast a single search.

8 min

Personal CRM

Self-hosted vs. local-first personal CRM: two privacy architectures, compared honestly

Self-hosting means full control plus a server to run; local-first keeps data on-device with optional encrypted sync. Threat models, costs, and who picks which.

7 min

Friendship

How to stay close to college friends after graduation scatters everyone

College friendships run on free proximity, and graduation removes it. How to replace dorm-level contact with rituals, cadences, and traditions that last.

8 min

Connection

Thank-you notes that land: specific beats effusive

The anatomy of a thank-you note people remember: why specific beats effusive, timing windows, handwritten vs email vs text, and the cadence after favors.

8 min

Personal CRM

The practical vCard guide: versions, encoding traps, and import paths

vCard 2.1 vs 3.0 vs 4.0 and what breaks between them, multi-card files, the umlaut encoding trap, and import/export paths for every major platform.

8 min

Personal CRM

Weak ties and the job search: why acquaintances, not close friends, find you the next job

Granovetter's weak-ties finding, the 20-million-user LinkedIn experiment that confirmed it, and how to activate acquaintances without feeling transactional.

7 min

Personal CRM

What happens to your data when an app shuts down?

Cloud data lives as long as the company's servers. What app shutdowns and pivots actually look like, the warning signs, and the export-before-you-need-it habit.

8 min