Chapter 58

Real-World Applications: CRM Success Stories

1 min read

Let's see how different people built and benefited from Friendship CRM systems:

Rosa's Spreadsheet Solution Rosa, overwhelmed by juggling work friends, mom friends, and personal friends, created a simple Google Spreadsheet: - Column A: Name and relationship context - Column B: Last meaningful contact - Column C: Next scheduled connection - Column D: Personal notes (kids' names, interests, challenges) - Column E: Birthday and important dates

Every Sunday, Rosa spent 15 minutes reviewing and reaching out to 2-3 people. Within months, her relationships transformed from sporadic to consistent. Friends noticed and appreciated the change.

Ali's Digital Native Approach As a software developer, Ali built a more sophisticated system using Notion: - Individual pages per friend with photo and history - Automated reminders based on relationship tier - Integration with calendar for scheduling - Tags for interests to suggest group activities - Meeting notes to track conversation threads

This system helped Ali maintain both online and offline friendships despite his introverted nature and remote work situation.

James's Analog Hybrid Not comfortable with digital tools, James created a physical/digital hybrid: - Index cards for each close friend with key details - Monthly calendar with friend birthdays and check-in reminders - Phone reminders for regular connection rhythms - Small notebook for post-interaction notes

This simple system helped James rebuild his social life post-divorce by ensuring no relationship fell through cracks.