Your Personal CRM Template

TLDR: We built a template in Notion for keeping track of friendships. You’re a member, so you can get it right now by clicking here. Or read on to see the template.

How do you make sure you’re in touch with the people who matter the most to you?

It’s hard — I’ve tried a bunch of different systems. And it’s something we’ve seen come up in a lot of Superorganizers interviews. Our interviews with VCs Cam Porter, and Maria Salamanca come to mind.

They’ve both built elaborate systems to help them keep in touch with the people who matter most to them. So we used them as inspiration, and built a Notion template to help you maintain your closest friendships.

It’s called A Friendly Reminder. 

How does it work?

A Friendly Reminder is a Notion template built to keep you in touch with the people who matter most.

All you have to do is tell it when you last talked to someone, the frequency that you want to reach out to them in the future, and the template will take care of reminding you who you need to talk to. 

Multiple Views: Full, Contact Soon, Overdue

We wanted it to be easy and quick to figure out who you need to reach out to, so we built three views: full view, contact soon, and overdue. 

The full view contains all your friends.