# Personal CRM & Networking Hub

## Overview
A single‑source hub to **track every person you meet**, keep context on past conversations, schedule follow‑ups, and surface insights that turn casual contacts into lasting relationships. The template is built around three core databases—**Contacts**, **Interactions**, and **Follow‑Ups**—linked together so you can instantly see the full history of any connection.

> 💡 Tip: Start by importing your existing address book (CSV) into the **Contacts** table; the template will automatically create the necessary relations for you.

## Contacts Database
| Name | Company | Role | Email | Phone | Last Contacted | Relationship Score | Tags | Source |
|------|---------|------|-------|-------|----------------|--------------------|------|--------|
| Maya Patel | GreenTech Solutions | VP of Partnerships | maya.patel@greentech.com | +1 212‑555‑0198 | 2024‑06‑12 | 4 | Investor, Mentor | LinkedIn |
| Carlos Ruiz | Apex Media | Content Strategist | carlos.r@apexmedia.com | +1 415‑555‑0234 | 2024‑05‑28 | 3 | Media, Podcast Guest | Conference |
| Elena Novak | NovaHealth | Product Manager | elena.nova@novahealth.io | +1 617‑555‑0110 | 2024‑06‑20 | 5 | Healthcare, Mentor | Referral |
| Jamal Ahmed | BrightFuture NGO | Founder | jamal.ahmed@brightfuture.org | +1 202‑555‑0456 | 2024‑04‑15 | 2 | Non‑profit, Volunteer | Meetup |
| Priya Singh | FinEdge Capital | Analyst | priya.singh@finedge.com | +1 312‑555‑0789 | 2024‑06‑05 | 3 | Investor, Advisor | Email Campaign |

### Suggested Views
- **All Contacts** – Table view, sorted by *Last Contacted* (descending).  
- **High‑Value Network** – Gallery view filtered to *Relationship Score ≥ 4*.  
- **By Tag** – Board view grouped by *Tags* (e.g., Investor, Mentor, Media).  

> 💡 Tip: Use the **Relation** property “Interactions” to link each contact to their interaction records for a one‑click history view.

## Interactions Log
| Date | Contact | Type | Summary | Next Step | Linked Follow‑Up |
|------|---------|------|---------|-----------|------------------|
| 2024‑06‑12 | Maya Patel | Coffee Meeting | Discussed partnership on sustainability pilot. | Send proposal by 6/20 | Follow‑Up #001 |
| 2024‑05‑28 | Carlos Ruiz | Webinar Panel | Co‑hosted panel on digital media trends. | Share slide deck by 6/01 | Follow‑Up #002 |
| 2024‑06‑20 | Elena Novak | Product Demo | Demoed new health‑tech app; feedback positive. | Schedule beta test on 6/30 | Follow‑Up #003 |
| 2024‑04‑15 | Jamal Ahmed | Volunteer Day | Assisted at community garden event. | Invite to next board meeting | Follow‑Up #004 |
| 2024‑06‑05 | Priya Singh | Email Exchange | Explored potential investment in fintech startup. | Send executive summary by 6/12 | Follow‑Up #005 |

### Suggested Views
- **Chronological Log** – Table view sorted by *Date* (newest first).  
- **By Type** – Board view grouped by *Type* (e.g., Meeting, Call, Email).  
- **Upcoming Actions** – Calendar view showing *Next Step* dates.

> 💡 Tip: Enable the **“Created time”** property to automatically capture when each interaction was logged.

## Follow‑Up Tracker
| Follow‑Up ID | Contact | Due Date | Action | Status | Priority |
|-------------|---------|----------|--------|--------|----------|
| Follow‑Up #001 | Maya Patel | 2024‑06‑20 | Send partnership proposal | Pending | High |
| Follow‑Up #002 | Carlos Ruiz | 2024‑06‑01 | Share webinar slide deck | Completed | Medium |
| Follow‑Up #003 | Elena Novak | 2024‑06‑30 | Schedule beta test call | Pending | High |
| Follow‑Up #004 | Jamal Ahmed | 2024‑07‑10 | Invite to board meeting | Pending | Low |
| Follow‑Up #005 | Priya Singh | 2024‑06‑12 | Email executive summary | Completed | Medium |

### Suggested Views
- **All Follow‑Ups** – Table view filtered to *Status ≠ Completed*, sorted by *Due Date*.  
- **Priority Board** – Board view grouped by *Priority* (High, Medium, Low).  
- **Upcoming Calendar** – Calendar view of *Due Date* for quick deadline awareness.

> 💡 Tip: Link each Follow‑Up to the corresponding Contact via a **Relation** property; then add a roll‑up on the Contact page to see “Next Follow‑Up Due”.

## Network Insights Dashboard
A read‑only page that surfaces actionable metrics:

| Metric | Formula / View |
|--------|----------------|
| **Total Contacts** | `Count(All Contacts)` |
| **Active This Month** | Filter Interactions where *Date* is within last 30 days |
| **High‑Value Contacts** | Filter Contacts where *Relationship Score ≥ 4* |
| **Upcoming Follow‑Ups** | Calendar view of Follow‑Ups due in next 14 days |
| **Top Tags** | Group Contacts by *Tags* and sort by count |

> 💡 Tip: Pin this dashboard to your Notion sidebar for a daily “pulse” on your networking health.

## Workflow & Automation Tips
1. **Daily Review** – Open the **Follow‑Up Tracker** each morning; complete any “Pending” items and update status.  
2. **Weekly Sync** – Use the **Network Insights Dashboard** to identify contacts you haven’t engaged with in >30 days and schedule outreach.  
3. **One‑Click History** – On any Contact page, the linked **Interactions** roll‑up shows the latest 5 interactions; click through for full details.  
4. **Template Buttons** – Create a Notion button that pre‑fills a new Interaction linked to the current Contact (use the “New Interaction” template).  
5. **Reminders** – Set Notion reminders on the **Due Date** property of Follow‑Ups to get push notifications.

> 💡 Tip: Combine Notion’s native **Zapier** or **Make (Integromat)** integrations to auto‑populate new contacts from LinkedIn or email signatures.

## How to import into Notion
1. **Create a new page** in your Notion workspace where you want the CRM to live.  
2. **Copy the entire markdown** (starting from the H1 title) into the Notion page. Notion will automatically render headings, tables, and callouts.  
3. For each table (Contacts, Interactions Log, Follow‑Up Tracker, Network Insights Dashboard), click the **“⋮⋮”** menu on the top‑right of the table and select **“Turn into database”**. Choose **Table** for the first three and **Board** or **Calendar** for the views you need.  
4. **Add Relation properties**:  
   - In **Contacts**, add a Relation to **Interactions Log** (name it “Interactions”).  
   - In **Interactions Log**, add a Relation to **Contacts** (auto‑linked) and a Relation to **Follow‑Up Tracker** (name it “Linked Follow‑Up”).  
   - In **Follow‑Up Tracker**, add a Relation to **Contacts** (name it “Contact”).  
5. **Create Roll‑up properties** where indicated (e.g., on Contact page, roll‑up “Next Follow‑Up Due” from Follow‑Up Tracker).  
6. **Re‑create the suggested views**: for each database, click **“Add a view”**, select the view type (Table, Board, Calendar, Gallery), apply the filters/sort/groupings described in the sections above.  
7. **Save the page** and optionally duplicate it as a template for future projects or teams.  

Your Personal CRM & Networking Hub is now ready to capture, nurture, and grow every relationship you value. Happy networking!