Basic Information - Name: ________________________________ - Phone: ________________________________ - Email: ________________________________ - Birthday: ________________________________ - Location: ________________________________ - How we met: ________________________________ - Years known: ________________________________
Personal Details - Partner's name: ________________________________ - Kids' names/ages: ________________________________ - Profession: ________________________________ - Hobbies/interests: ________________________________ - Important life events: ________________________________
Relationship Management - Current Zone (1-5): ________________________________ - Last contact date: ________________________________ - Last contact type: ________________________________ - Next contact target: ________________________________ - Preferred contact method: ________________________________ - Best times to connect: ________________________________
Conversation Notes - Current challenges: ________________________________ - Recent wins: ________________________________ - Topics to follow up: ________________________________ - Things to remember: ________________________________
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