I Built a Personal CRM on Notion (template included)!

Life gets busy and we lose touch we people we never thought we would. So in this video I show you how to Build Meaningful Relationships with a Personal CRM using a Notion template I created and have successfully maintained for the past 6 months.

Simply put, a Personal CRM is personal relationship management system that (1) Reminds us to check in with the people we care about and (2) Helps us remember important facts and details about those individuals. Most Personal CRMs fail because they're too complex and we find them to troubleshoot to maintain consistently.

The Personal CRM I created work primarily because of 2 reasons:

1️⃣ You focus on a few "important VIPs" at a time so it doesn't take too long to update, and

2️⃣ Notion is available across platforms, so it doesn't fact the limitations some apps do by being on just 1 operating system

Have fun using this Personal Relationships Manager and don't forget to check in with a loved one today 😉

TIMESTAMPS
00:00 Why most Personal CRMs fail
00:29 Snapshot of my Personal CRM template
00:40 Benefits of using a Personal CRM
01:30 Personal CRM template structure
02:30 "Must-have" information
05:08 VIP-specific information
07:06 How to maintain your Personal CRM
08:14 Benefits of Notion vs. other platforms

RESOURCES I MENTION IN THE VIDEO

MY FAVORITE GEAR

MY FAVORITE SOFTWARE

BE MY FRIEND:

👨🏻‍💻 WHO AM I:
I'm Jeff, a full time Product Marketer. In my spare time I like to tinker with tools and create systems that help me get things done faster - or as one of my friends puts it: "Get better at being lazy" 😏

PS: Some of the links in this description are affiliate links I get a kickback from 😇

Disclaimer: My opinions are my own and may not reflect that of my employer

#personalCRM #notion

[JeffSu]

TIMESTAMPS
00:00 Why most Personal CRMs fail
00:29 Snapshot of my Personal CRM template
00:40 Benefits of using a Personal CRM
01:30 Personal CRM template structure
02:30 "Must-have" information
05:08 VIP-specific information
07:06 How to maintain your Personal CRM
08:14 Benefits of Notion vs. other platforms

[ErikCoon]

Putting this CRM into practice today. I’m TERRIBLE at following up with my friends, family, etc. I’m just NOT GOOD at keeping in touch. This will feed into my task oriented nature, and help this introvert manage his relationships/build new ones.

[nicholaskingdaily]

I remember commenting that your views/subscribers do not compensate the quality of your videos (as they’re really great), and here you are now with over 100K subs! That’s really nice🥳🥳🥳

[DemetriPanici]

This is a really useful template! I'm always trying to find ways to boost my personal and professional life with Notion so I love this!

[josephchung]

Your videos are severely underrated Jeff! I'm currently enrolled in the nursing program at my university and networking is more than important in my field. This template is seriously a lifesaver!!

[parkerrex]

This is fire. I'm managing 70+ conversations with VC's, 100+ artists for my startup, and friends and family.. This is SO FIRE.

[DataProfessor]

Great video Jeff, This is so creative and an awesome hack to boost our social life. Also, the new set is lit!

[andrgavr]

Great video. Love the minimalist approach. Extra kudos for emphasizing the importance of creating habits around managing your database.

[IzzySealey]

Just stumbled across this video Jeff - great stuff and super helpful! Am going to try putting it into practice from today 🤓😁 p.s. happy new year!!!

[sebastienbaque]

It's been months since I try to find the right video to help me with this "lifestyle" CRM. Thanks Jeff, hell of a job!

[RaymondWLo]

I've been trying to make a database for this. This is so helpful. Thank you, Jeff.

[Andrea_Dong]

Ooh you finally got that Notion sponsorship! That’s so awesome 😆

Thanks for the video and template, Jeff! My introverted little butt has put off making a professional CRM like this since forever ago 😂 I guess I’m just still not comfortable networking yet

[Danielle]

This is the best thing I never knew I needed! Thanks Jeff! You helped me ace my interviews, now you’re helping me keep in touch with my network. What’s next? Help me raise my (future) kids?

[thebetteryou]

Thank you so much for this template! This has exceeded beyond my expectations!!!

[MatthewEaton]

I know I commented with a joke-y post, but I have to admit I used this to help me track down a job. I copied it to use as a better way to keep up with friends (which I still use), but this format helped me focus on getting my job applications in order and who I needed to speak to, and what position was open. As of this post, I signed an offer because I wasn't scrambling for who was doing what and where I applied. These tools work!

[JawadArifAwan]

Thank you so much for all your help! I've been meaning to make life more organized!

[jonbates]

I also find it really special to mark the milestones of grief for people in my circle. For example, I'm intentional to check-in with my people 2 months after they experience a death and also on an annual basis. I have the dates on my calendar so I remember to reach out.

[BrianJones-wkcx]

Brilliant. Having worked as a database administrator for 10 years, I feel stupid for never stopping to consider a personal CRM. Thank you for your work once again!

[esthercamarotte]

OMG this is exactly what I am looking for not overly complicated!

[mgr]

Very usefull Jeff. I've been using my own CRM template for Notion for 2 months now and is a really easy way to keep information and keep track of your contacts.