Templates
Start on paper. Or a spreadsheet.
Every system for keeping in touch starts simpler than an app — a list of names, a column for the last time you spoke. These templates are real, downloadable CSVs with sensible columns and honest instructions. Use them as long as they work; when they stop scaling, they import straight into Endearist.
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Address list template
Free address list template as CSV: 9 columns for street, ZIP, country, and household members — structured for mail merge and label printing from day one.
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Birthday list template
Free birthday list template as CSV: 8 columns with date, an age formula, gift ideas, and reminder lead time. For Excel and Google Sheets, no sign-up.
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Conference Follow-Up Tracker
Free CSV for after the conference: who you met, what you discussed, what you promised, and a follow-up-by date — so badges become relationships.
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Contact list template
Free contact list template as CSV for Excel and Google Sheets: 8 thought-through columns including how you met and a next-touch date. No sign-up required.
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Donor Tracker Template
Free CSV template for small nonprofits and fundraisers: giving history, thank-before-ask cadence, sensitivity flags, and next touchpoints per donor.
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Follow-Up Email Templates
Six follow-up emails to copy and adapt: after a conference, the intro request, reconnecting after silence, the thank-you, the quarterly ping, the nudge.
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Freelance Client Tracker
Free CSV for freelancers: clients, projects, day rates, referral sources, win-back dates, and testimonial asks in one place. Start in minutes.
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Holiday card list template
Holiday card list as a free CSV: 10 columns with address, who signs, per-year sent columns, and a returned-mail flag. For Excel and Google Sheets.
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Investor Pipeline Tracker
CSV template for your fundraising pipeline: partners not funds, intro paths, pass reasons, and revisit dates. Free download, no signup required.
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Job Search Networking Tracker
Free CSV template for the people behind your job search: referrers, alumni, hiring managers, follow-up dates. Download and import in seconds.
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Networking tracker template
Free networking tracker as CSV: 10 columns covering where you met, follow-up status, and give/take balance. Works in Excel and Google Sheets, no sign-up.
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Personal CRM spreadsheet template
A personal CRM as a spreadsheet: free CSV with 11 columns — relationship tier, cadence, warmth, birthday, family details. For Excel and Google Sheets.
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