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 will import into Endearist once it launches.
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Address list template
Free address list for Excel or CSV: 50 prepared workbook rows, postal codes formatted as text, and nine columns for households, addresses and label lines.
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Birthday list: ready-to-use Excel and printable
Free birthday list: Excel with upcoming dates and optional birth years, a printable PDF, and an input-only CSV. No sign-up or macros.
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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
Download a free contact list template (CSV) for Excel & Google Sheets: 8 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: Excel with next actions
Free networking tracker workbook with 50 rows, status choices and due next actions. Includes an input-only CSV alternative. No sign-up or automated messages.
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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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