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<img src="https://prod-files-secure.s3.us-west-2.amazonaws.com/f0ffa79c-de9b-4e42-931e-12eee3d61b22/a2ecec26-f341-4375-9105-613582f2042f/20785712_10213959620606102_584039526172010126_o.png" alt="https://prod-files-secure.s3.us-west-2.amazonaws.com/f0ffa79c-de9b-4e42-931e-12eee3d61b22/a2ecec26-f341-4375-9105-613582f2042f/20785712_10213959620606102_584039526172010126_o.png" width="40px" /> Hello and welcome to my Relationship Manager! When you’re done reading this guide, you can delete this block. First, here’s what’s on this page:
- People. This is where all your contacts live. Here’s a guide to the views:
- All Contacts: where contacts are grouped by their outreach status (is it time to reach out, has it been forever, or will you reconnect when you’re ready?)
- All (Status): where you can easily update your relationship progress
- NYC Friends: view that demonstrates location filtering (e.g. when you’re visiting and want to know who to reach out to)
- Ongoing & Archived: view for people you a) talk to so often that you don’t need to track every interactions, or b) don’t intend to be in touch with anymore.
- Contact history. This is where you’ll see a list of your latest interactions (from the current month). You can add new interactions here, or by clicking the New Interaction button next to a contact’s name under the “people” section.
- Databases. This is where you’ll find the complete people, contact history, and gift ideas databases that are linked on this page and in each contact page.
- What’s included?
- How to duplicate the template
Thank you for using my Relationship Manager, and please reach out if you have any questions, feedback, or feature requests! —Matthew
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databases.
people
contact history
gift ideas
Relationship Manager by Matthew Silberman | More Templates | Be kind to a stranger today ❤️
