Skip to content
Public preview

Personal CRM

Create sheet of your 100 key relationships, last contact, next planned.

90 min Advanced

Goal

Automate persistence in relationships.

Steps

  1. 1
    Identify 100 most important professionally.
3 more steps locked

Expected Outcome

Immediate
Never forget anyone important.

Evidence base

School: Relationship Management

Founders: Keith Ferrazzi (2014)

Ferrazzi — Personal CRM.

Keywords

Frequently asked questions

How long does "Personal CRM" take?
This exercise takes about 90 minutes, practiced solo in a Written reflection format.
When will I notice the effect of "Personal CRM"?
Never forget anyone important. In the short term: Active rich network.
Is "Personal CRM" evidence-based?
Yes — it draws on Relationship Management (Keith Ferrazzi (2014)). Ferrazzi — Personal CRM.
Is "Personal CRM" suitable for beginners?
Its difficulty level is: Advanced. No external tools required — it can be practiced directly inside the app.

Subscribe for full access

Subscribe to Plus for full access to this practice and the whole catalogue, or try first — free, no sign-in, no commitment.

Interactive practice locked · 3 more steps locked

7 complete practices (one per domain) are free forever, no sign-in.

Enjoyed it? Gift a journey Gift a journey