Never let a good connection slip through the cracks.
This is your pre-CRM, the place to capture people you meet before they're leads. Jot down who they are, what they do, and when to follow up. The moment someone shows real interest and becomes a lead, move them into your real CRM. This is the step that comes first.
What this is for. This is a networking tool, not a CRM. Use it to capture the people you meet in conversations, chats, and events before they've shown buying interest. Once someone becomes a genuine lead, move them into GHL or whatever CRM you use. Keeping this list to "people I might work with someday" is what keeps it useful.
Add someone fast. Click + Add Contact. Only a name is required, so at an event you can capture a name and one note in seconds and fill in the rest later. Tag them as an Opportunity, Affiliate, Partner, or Audience so you can find your people by type.
Never miss a follow-up. Give each person a follow-up date. The panel at the top shows exactly who's due or overdue, so opening this becomes your daily prompt to reach out. Mark someone "contacted" and it logs the date and clears them from the list.
Important: this saves in your browser only, and only on this device. It does not sync to your phone, and clearing your browser data will erase everything. Click Export Backup often, at least weekly, and keep that file somewhere safe like Google Drive. To move your list to another device, use Import to load your backup. This one habit is the difference between a reliable list and losing all your work.
In a hurry? A name is all you need right now. Save it and come back to fill in the rest later.
Podcast, FB group, email list, community
When you last actually reached out. Leave blank if you haven't yet.