I Built a Personal CRM on Notion (template included)!

Jeff Su ยท Intermediate ยท๐Ÿ“ฐ AI News & Updates ยท4y ago
๐Ÿ“ Sign up for Notion here: https://ntn.so/jeffsunotion ๐Ÿ‘ช Download my Personal CRM template here: https://www.jeffsu.org/personal-crm-template/ Life gets busy and we lose touch we people we never thought we would. So in this video I show you how to Build Meaningful Relationships with a Personal CRM using a Notion template I created and have successfully maintained for the past 6 months. Simply put, a Personal CRM is personal relationship management system that (1) Reminds us to check in with the people we care about and (2) Helps us remember important facts and details about those individuals. Most Personal CRMs fail because they're too complex and we find them to troubleshoot to maintain consistently. The Personal CRM I created work primarily because of 2 reasons: 1๏ธโƒฃ You focus on a few "important VIPs" at a time so it doesn't take too long to update, and 2๏ธโƒฃ Notion is available across platforms, so it doesn't fact the limitations some apps do by being on just 1 operating system Have fun using this Personal Relationships Manager and don't forget to check in with a loved one today ๐Ÿ˜‰ TIMESTAMPS 00:00 Why most Personal CRMs fail 00:29 Snapshot of my Personal CRM template 00:40 Benefits of using a Personal CRM 01:30 Personal CRM template structure 02:30 "Must-have" information 05:08 VIP-specific information 07:06 How to maintain your Personal CRM 08:14 Benefits of Notion vs. other platforms RESOURCES I MENTION IN THE VIDEO My Notion Playlist - https://www.youtube.com/playlist?list=PLo-kPya_Ww2zB8GGyTmZdV9yhouquFUBS MY FAVORITE GEAR ๐ŸŽฅ My YouTube Gear - https://geni.us/youtube-gear ๐ŸŽ’ What's In My Bag - https://geni.us/mybag ๐Ÿ’ป What's On My Desk - https://geni.us/mydesk ๐Ÿ›ฉ What I Travel With - https://geni.us/mytravel MY FAVORITE SOFTWARE โœ๏ธ Skillshare - https://geni.us/skillshare-jeff ๐ŸŽจ Canva - https://partner.canva.com/jeffsu BE MY FRIEND: ๐Ÿ“ง Subscribe to my Productivity newsletter - https://www.jeffsu.org/productivity-ping/ ๐Ÿ“ธ Instagram - https://in
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Playlist

Uploads from Jeff Su ยท Jeff Su ยท 56 of 60

1 Preparing for Interviews: 3 Practical Tips!
Preparing for Interviews: 3 Practical Tips!
Jeff Su
2 Q & A - 1,000 Subscribers!
Q & A - 1,000 Subscribers!
Jeff Su
3 Tell Me About Yourself - Structure a Strong Answer
Tell Me About Yourself - Structure a Strong Answer
Jeff Su
4 Why Are You a Good Fit for this Role - How to Answer
Why Are You a Good Fit for this Role - How to Answer
Jeff Su
5 Top 5 LinkedIn Profile Tips!
Top 5 LinkedIn Profile Tips!
Jeff Su
6 LinkedIn: How to Connect Like a Pro
LinkedIn: How to Connect Like a Pro
Jeff Su
7 Reach out to Recruiters on LinkedIn (the right way!)
Reach out to Recruiters on LinkedIn (the right way!)
Jeff Su
8 Why Do You Want to Work Here? (Answer this Tricky Question)
Why Do You Want to Work Here? (Answer this Tricky Question)
Jeff Su
9 How to Research Before an Interview (3 Practical Tools)
How to Research Before an Interview (3 Practical Tools)
Jeff Su
10 Explain an Employment Gap in a Job Interview
Explain an Employment Gap in a Job Interview
Jeff Su
11 Informational Interviews: Best Questions to Ask
Informational Interviews: Best Questions to Ask
Jeff Su
12 Where Do You See Yourself in 5 Years - How to Answer
Where Do You See Yourself in 5 Years - How to Answer
Jeff Su
13 Don't Use STAR in Your Next Interview (Do This Instead)!
Don't Use STAR in Your Next Interview (Do This Instead)!
Jeff Su
14 Career and Interview Tips - Lightening Round! #shorts
Career and Interview Tips - Lightening Round! #shorts
Jeff Su
15 What are Your Greatest Strengths - 3 Mistakes to Avoid!
What are Your Greatest Strengths - 3 Mistakes to Avoid!
Jeff Su
16 How to Negotiate Salary after Job Offer | 5 Practical Tips
How to Negotiate Salary after Job Offer | 5 Practical Tips
Jeff Su
17 5 Informational Interview Mistakes to Avoid!
5 Informational Interview Mistakes to Avoid!
Jeff Su
18 3 Mistakes to AVOID at Work!
3 Mistakes to AVOID at Work!
Jeff Su
19 Top 3 Tips to STAND OUT on LinkedIn!
Top 3 Tips to STAND OUT on LinkedIn!
Jeff Su
20 The Introvert's Guide to Networking (for Business)
The Introvert's Guide to Networking (for Business)
Jeff Su
21 6 Months on YouTube | What I've Learned
6 Months on YouTube | What I've Learned
Jeff Su
22 Why Are You Leaving Your Current Job? How to Answer Correctly
Why Are You Leaving Your Current Job? How to Answer Correctly
Jeff Su
23 Tell me a time You Handled a Difficult Situation (Interview Question)
Tell me a time You Handled a Difficult Situation (Interview Question)
Jeff Su
24 8 Google Calendar Settings Everyone Must Turn ON!
8 Google Calendar Settings Everyone Must Turn ON!
Jeff Su
25 A Day in the Life of a Product Marketer (Work From Home Edition)
A Day in the Life of a Product Marketer (Work From Home Edition)
Jeff Su
26 Tell Me About a Time You Failed (Sample Answer included)
Tell Me About a Time You Failed (Sample Answer included)
Jeff Su
27 Write an Incredible Resume: 5 Golden Rules!
Write an Incredible Resume: 5 Golden Rules!
Jeff Su
28 Productive TWO DAYS In The Life: Chinese New Year Edition
Productive TWO DAYS In The Life: Chinese New Year Edition
Jeff Su
29 Top 7 Gmail Tips for Productivity ๐Ÿ“ง
Top 7 Gmail Tips for Productivity ๐Ÿ“ง
Jeff Su
30 Top 6 Gmail Filters for Productivity!
Top 6 Gmail Filters for Productivity!
Jeff Su
31 Plan a Productive Day using Notion (Free Template)!
Plan a Productive Day using Notion (Free Template)!
Jeff Su
32 Top 9 Google Drive Tips for Productivity!
Top 9 Google Drive Tips for Productivity!
Jeff Su
33 Best MacBook Keyboard Shortcuts for Productivity!
Best MacBook Keyboard Shortcuts for Productivity!
Jeff Su
34 A Productive Business Trip to Beijing (as a Product Marketer)
A Productive Business Trip to Beijing (as a Product Marketer)
Jeff Su
35 Top 10 Google Doc Tips for Productivity!
Top 10 Google Doc Tips for Productivity!
Jeff Su
36 TOP 12 Google Slides Tips for Productivity!
TOP 12 Google Slides Tips for Productivity!
Jeff Su
37 How to Take Notes Productively (Notion Template Included)
How to Take Notes Productively (Notion Template Included)
Jeff Su
38 Top 10 Google Sheets Tips for Productive Professionals!
Top 10 Google Sheets Tips for Productive Professionals!
Jeff Su
39 How to Take Notes for Work | Note-taking Tutorial for Professionals
How to Take Notes for Work | Note-taking Tutorial for Professionals
Jeff Su
40 How I Never Forget a Single Task (Todoist + Notion Workflow)
How I Never Forget a Single Task (Todoist + Notion Workflow)
Jeff Su
41 8 Tips to KEEP Track of Things Productively!
8 Tips to KEEP Track of Things Productively!
Jeff Su
42 The 1 Tip to Improve Your Communication Skills at Work
The 1 Tip to Improve Your Communication Skills at Work
Jeff Su
43 Thank you, for watching
Thank you, for watching
Jeff Su
44 7 Productivity Secrets for Watching YouTube Videos!
7 Productivity Secrets for Watching YouTube Videos!
Jeff Su
45 Write an Amazing Cover Letter: 3 Golden Rules (Template included)
Write an Amazing Cover Letter: 3 Golden Rules (Template included)
Jeff Su
46 Top 8 Productivity Tips for Google Chrome
Top 8 Productivity Tips for Google Chrome
Jeff Su
47 5 Things I Wish I Knew Before Joining FAANG!
5 Things I Wish I Knew Before Joining FAANG!
Jeff Su
48 Top 15 Google Photos Tips for Productivity!
Top 15 Google Photos Tips for Productivity!
Jeff Su
49 7 Effective Tips for Presenting Data at Work!
7 Effective Tips for Presenting Data at Work!
Jeff Su
50 Top 14 Notion Tips for Productivity!
Top 14 Notion Tips for Productivity!
Jeff Su
51 A Simple Book Notes Template (for Notion)!
A Simple Book Notes Template (for Notion)!
Jeff Su
52 Write an OUTSTANDING LinkedIn Summary (with Examples)!
Write an OUTSTANDING LinkedIn Summary (with Examples)!
Jeff Su
53 Personal Finance Tracker for Beginners (template included)!
Personal Finance Tracker for Beginners (template included)!
Jeff Su
54 15 Spreadsheet Formulas Working Professionals Should Know!
15 Spreadsheet Formulas Working Professionals Should Know!
Jeff Su
55 Dating, FOMO, Perfectionism: 100K Q&A
Dating, FOMO, Perfectionism: 100K Q&A
Jeff Su
โ–ถ I Built a Personal CRM on Notion (template included)!
I Built a Personal CRM on Notion (template included)!
Jeff Su
57 4 FREE Tools to Improve Your Next Presentation!
4 FREE Tools to Improve Your Next Presentation!
Jeff Su
58 Job Search on LinkedIn: The 1 Tip You Need to Know!
Job Search on LinkedIn: The 1 Tip You Need to Know!
Jeff Su
59 6 Tips for Productive 1:1 Meetings with Your Manager
6 Tips for Productive 1:1 Meetings with Your Manager
Jeff Su
60 Intro to Event Planning & Management (with Google Sheets)
Intro to Event Planning & Management (with Google Sheets)
Jeff Su

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Chapters (8)

Why most Personal CRMs fail
0:29 Snapshot of my Personal CRM template
0:40 Benefits of using a Personal CRM
1:30 Personal CRM template structure
2:30 "Must-have" information
5:08 VIP-specific information
7:06 How to maintain your Personal CRM
8:14 Benefits of Notion vs. other platforms
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