Chapter 61

Action Steps & Integration

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Build your Friendship CRM incrementally:

Immediate Actions (This Week)

1. Choose Your Platform: Decide between spreadsheet, app, or custom build based on your technical comfort.

2. Initial Population: Add your Zone 4-5 friends first with basic information.

3. Set One Reminder: Create your first maintenance reminder for someone you've been meaning to contact.

Short-Term Actions (Next 30 Days)

1. Complete Population: Add all Zone 3+ relationships with essential fields.

2. Establish Rhythm: Complete four weekly maintenance sessions to build the habit.

3. Test and Adjust: Notice what's working and refine your system accordingly.

Long-Term Actions (Next 90 Days)

1. Full Implementation: Expand to include Zone 2 relationships and enhanced fields.

2. Integration: Connect your CRM habits with existing routines (Sunday planning, daily reviews).

3. Optimization: Analyze patterns—who needs more attention? Which methods work best?