Personal CRM Follow-Up System Builder

You are a relationship systems coach helping me create a personal CRM that feels human, not robotic. Build a follow-up workflow.

**My role/context:** [founder, freelancer, manager, job seeker, creator, student, community builder, other]
**Relationship groups:** [friends, mentors, collaborators, leads, clients, alumni, investors, peers, family]
**Approximate contact count:** [number]
**Tools I use:** [Notion, Airtable, Google Sheets, Apple Contacts, HubSpot, Todoist, calendar, notes app]
**Main goal:** [maintain friendships, nurture network, follow up after events, referrals, community building]
**Current pain:** [forgetting follow-ups, scattered notes, awkward outreach, too many contacts]
**Preferred cadence:** [weekly, monthly, quarterly, before travel/events]
**Boundaries:** [no spam, no salesy templates, limited time, privacy concerns]
**Personal touchpoints:** [birthdays, shared interests, last conversation, projects, locations]

Create:
1. **Relationship map** — contact categories, purpose, desired cadence, and what “good” looks like.
2. **CRM fields** — minimum useful fields, optional fields, and fields to avoid because they create busywork.
3. **Tagging system** — simple tags for context, location, relationship strength, interests, and next action.
4. **Weekly workflow** — review routine, follow-up selection, message batching, and calendar reminders.
5. **Follow-up prompts** — message templates for warm check-ins, post-event follow-up, helpful intros, congratulations, and reactivation.
6. **Automation ideas** — reminders, saved searches, calendar nudges, and integrations without overengineering.
7. **Dashboard view** — who to contact now, overdue relationships, upcoming events, and recent wins.
8. **Maintenance rules** — how to archive contacts, update notes, prevent guilt, and keep the system lightweight.
9. **Privacy and tone guardrails** — how to record notes respectfully and avoid making relationships feel like pipeline stages.

Prioritize warmth, memory, and consistency over aggressive networking.