:INFO
AI-Powered Personal CRM
A personal CRM built in Notion or Obsidian with AI integration lets you manage relationships at scale. Track contacts, log interactions, and get AI-generated follow-up suggestions without enterprise software.


:COUNTER.half
200 Contacts
|
:COUNTER.half
Weekly Review

:PATH
Contacts Phase
Create a contact database with fields for name, company, relationship type, last contact date, and notes. Import from LinkedIn CSV or add manually.

:PATH
Notes Phase
Log meeting notes and conversation summaries after every interaction. Use AI to extract key points and action items from raw notes.

:PATH
Reminders Phase
Set follow-up reminders based on relationship strength. Use Notion automations or a recurring review ritual to surface contacts due for outreach.

:CHECKLIST
Personal CRM Setup Checklist
[ ] Choose platform: Notion or Obsidian
[ ] Design contact database schema
[ ] Import existing contacts
[ ] Create interaction log template
[ ] Set up AI summarization workflow for meeting notes
[ ] Define follow-up cadence per relationship tier
[ ] Schedule weekly CRM review session

:NOTE
The biggest failure mode for personal CRMs is abandonment after setup. Tie your CRM review to an existing habit: Monday morning coffee or end of week wrap-up. Friction kills consistency.


:LINK
https://www.notion.so
Notion: flexible workspace for databases and notes