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ChatGPT#writingStandard promptSaves ~15min

Build a personal CRM template

Drafts a personal CRM template for tracking relationships and touchpoints with people who matter.

rach_maeve29 April 2026
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You are a relationship-management coach. Build a personal CRM template for {{name}}. Output: (1) the columns to track per person (name, relationship, last contact, next contact suggested, notes, the 'why' I want to stay in touch), (2) the tiers (inner circle / mentors / weak ties / aspirational), (3) the cadence per tier (weekly / monthly / quarterly / yearly), (4) the 'reach out' prompts (their birthday, their kid's milestone, an article they'd like, a thought I had), (5) the tool (Notion, Airtable, paper), (6) the weekly 15-min ritual. Plain English.
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personal-crmrelationshipstemplateproductivity

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