I Built a Personal CRM on Notion (template included)!

[@JeffSu]

📝 Sign up for Notion here: ntn.so/jeffsunotion 👪 Download my Personal CRM template here: www.jeffsu.org/notion/ TIMESTAMPS 00:00 Why most Personal CRMs fail 00:29 Snapshot of my Personal CRM template 00:40 Benefits of using a Personal CRM 01:30 Personal CRM template structure 02:30 "Must-have" information 05:08 VIP-specific information 07:06 How to maintain your Personal CRM 08:14 Benefits of Notion vs. other platforms

[@parkerrex]

This is fire. I'm managing 70+ conversations with VC's, 100+ artists for my startup, and friends and family.. This is SO FIRE.

[@JeffSu]

Nice! Hopefully it helps with your organization/management!

[@DemetriPanici]

This is a really useful template! I'm always trying to find ways to boost my personal and professional life with Notion so I love this!

[@JeffSu]

Glad to hear it Demetri! If you do end up using it, let me know how it goes 😁

[@ErikCoon14]

Putting this CRM into practice today. I’m TERRIBLE at following up with my friends, family, etc. I’m just NOT GOOD at keeping in touch. This will feed into my task oriented nature, and help this introvert manage his relationships/build new ones.

[@JeffSu]

Let me know how it goes Erik! 😁

[@nicholaskingdaily]

I remember commenting that your views/subscribers do not compensate the quality of your videos (as they’re really great), and here you are now with over 100K subs! That’s really nice🥳🥳🥳

[@JeffSu]

Thank you Nicholas 😁, thanks for sticking with me 😉

[@josephchung4901]

Your videos are severely underrated Jeff! I'm currently enrolled in the nursing program at my university and networking is more than important in my field. This template is seriously a lifesaver!!

[@JeffSu]

Glad to hear it Joseph!! Best of luck in your nursing program, and I'm sure networking consistently will pay off for you!!

[@jonbates5945]

I also find it really special to mark the milestones of grief for people in my circle. For example, I'm intentional to check-in with my people 2 months after they experience a death and also on an annual basis. I have the dates on my calendar so I remember to reach out.

[@JeffSu]

Ah that's great advice Jon, thanks for sharing!

[@Bushidounohana]

Brilliant. Having worked as a database administrator for 10 years, I feel stupid for never stopping to consider a personal CRM. Thank you for your work once again!

[@JeffSu]

You're very welcome! Do database administrators work with servers? I recently started using a Synology NAS 😁

[@MatthewEaton]

I know I commented with a joke-y post, but I have to admit I used this to help me track down a job. I copied it to use as a better way to keep up with friends (which I still use), but this format helped me focus on getting my job applications in order and who I needed to speak to, and what position was open. As of this post, I signed an offer because I wasn't scrambling for who was doing what and where I applied. These tools work!

[@JeffSu]

That's awesome to hear Matthew! It seems you're definitely using a great system! These tools should always help us work towards something tangible and not just be maintained for the sake of it 😁

[@sebastienbaque1272]

It's been months since I try to find the right video to help me with this "lifestyle" CRM. Thanks Jeff, hell of a job!

[@JeffSu]

Glad to hear it my friend, you're very welcome!

[@DataProfessor]

Great video Jeff, This is so creative and an awesome hack to boost our social life. Also, the new set is lit!

[@JeffSu]

Thank you Chanin!! It feels great to be able to "customize" the way I track my relationships. This would definitely not have been possible like...5-6 years ago! (unless we used Excel of course)

[@IzzySealey]

Just stumbled across this video Jeff - great stuff and super helpful! Am going to try putting it into practice from today 🤓😁 p.s. happy new year!!!

[@JeffSu]

Fancy seeing you here Izzy!! And thank you 😁 HAPPY NEW YEAR TO YOU AS WELL!!!

[@andrea_dong]

Ooh you finally got that Notion sponsorship! That’s so awesome 😆 Thanks for the video and template, Jeff! My introverted little butt has put off making a professional CRM like this since forever ago 😂 I guess I’m just still not comfortable networking yet

[@JeffSu]

Thank you Andrea!! Slow and steady wins the race, don't feel like you have to rush into anything you don't feel comfortable with :)

[@andrgavr]

Great video. Love the minimalist approach. Extra kudos for emphasizing the importance of creating habits around managing your database.

[@JeffSu]

Thank you Andrey! Yes, there's no point to using this if we don't maintain it 😂

[@mgr182]

Very usefull Jeff. I've been using my own CRM template for Notion for 2 months now and is a really easy way to keep information and keep track of your contacts.

[@JeffSu]

Oh nice! Is yours very different from this one? How often do you update it?

[@mgr182]

@@JeffSu a little bit more specific but pretty much the same. Jobs and positions instead of Industry, exact location and not VIP checkbox. Also, date of birth, age and next birthday with formulas. I try to update the CRM once a week or everytime something "important" happens.

[@Danielle]

This is the best thing I never knew I needed! Thanks Jeff! You helped me ace my interviews, now you’re helping me keep in touch with my network. What’s next? Help me raise my (future) kids?

[@JeffSu]

You never know 😂

[@marcustheknight]

Jeff, you are A GENIUS. No notes. 🎉

[@JeffSu]

That's a good thing right Marcus 😁

[@marcustheknight]

@@JeffSu hahaha, yes! no notes on the presentation, definitely notes in the CRM 🤣

[@RaymondWLo]

I've been trying to make a database for this. This is so helpful. Thank you, Jeff.

[@JeffSu]

Not a problem Raymond! I'd love to see what you come up with 😁

[@thebetteryou6188]

Thank you so much for this template! This has exceeded beyond my expectations!!!

[@JeffSu]

That's what I love to hear!! 😁

[@esthercamarotte4557]

OMG this is exactly what I am looking for not overly complicated!

[@JeffSu]

Glad to hear it Esther 😁

[@lucas_teo]

Truly a management system madlad

[@JeffSu]

Heckkkk yessss ✌🏻

[@Fun_delight]

Hey Jeff, Thank you so much for sharing useful tips on CRM. CRM is very vast topic. Appreciate you sharing this. Take care. Sending love from INDIA.

[@JeffSu]

Yes, 100% agreed! Thank you 😁😁

[@humansizedaperture]

Implementing this outline tonight! Thank you so much!

[@JeffSu]

You're welcome! Let me know how it goes 😁

[@salenareynolds2018]

JEFF, THANK YOU FOR THIS!!!!

[@JeffSu]

You're VERY welcome Salena!!

[@FernandaRamirezS]

Thenk you for sharing your template, Jeff! I am going to start filling mine right away. Best from Oklahoma, US.

[@JeffSu]

Let me know how it goes Fernanda! 😁

[@javisanchezs]

Fantastic video Jeff, I really enjoyed it and learnt a lot!

[@JeffSu]

Glad to hear it Javier!!

[@JRSantosdiaz]

Solid work my dude! 💪💪💪

[@JeffSu]

Thanks JR!

[@jennchun]

I thought I was a control freak UNTIL I DISCOVERED YOU 😳 Anyways, will totally be using that CRM template edit: I discovered that I have too few people in my network to need this template. 😂 I’ll return after I connect with new people…

[@JeffSu]

Trust me Jennifer, there are even "crazier" control freaks out there 😂. Let me know how it goes with this template!!

[@aravdhoot8615]

Kudos on getting that Notion sponsorship!!

[@JeffSu]

Thanks Arav :)

[@ayoubmnafeg1793]

You can add the birthday in google contacts it will be automatically added to ur calendar.

[@JeffSu]

Oh wow nice! I did NOT know that! Thanks for sharing Ayoub 😁

[@casimirodasilvasantoshe-hi5797]

Great stuff! And great template! Thanks man!

[@JeffSu]

Glad to hear it Casimiro, thank you!

[@RobMastebroek]

Jeff! Thnx dude for this video.. I am starting today with implementing this into my life.

[@JeffSu]

Good luck Rob, let me know how it goes!

[@MartinLlorensCaminotti]

Hey Rob! How it's going? Are you keeping track of your personal CRM? Just wanna know, grab a random comment and ask if it was useful.

[@dayashankarsuresh57]

Kuddos to the new setup/studio (and getting sponsored by Notion) Btw, do you have a seperate studio or do it in your house?

[@JeffSu]

A bit of both 😂

[@CalebM_]

And hear I thought, we should always add the people we met, but in reality it's just for the people who we really want to keep touch on

[@JeffSu]

Exactly! Quality > Quantity 😁

[@Christiana-J]

“That annoying teammate” finally got sponsored by Notion 🙌🏼🤓

[@JeffSu]

Woohoooo 🎉🎉

[@Christiana-J]

@@JeffSu😂😂😂 two years later, I finally feel like I need a database like this

[@opencode1]

23:46 o'clock while scrolling through you videos to find out if you have something like this... have been creating mine for more than 1month and it is horrible :D The amount of energy you put in this notion temple is amazing and lam gonna transfer all of my notes to your template. But without checking it, wondering if you will have something like this for job application also? Thank you in advance for all of your Linkedin tips, just got a note for my how to approach recruiters. Thnx Jeff

[@JeffSu]

You're welcome! You can use the same concept to track job applications 😁

[@Mosche100]

Thanks Jeff, amazing information and very helpful!

[@JeffSu]

No problem 😁

[@sergioramos3437]

3:24 Btw, Google calendar has a birthday event type now !

[@JeffSu]

I know! That's awesome!

[@Ahmed.Salah76]

Came here for a template, stayed for the humor xD Also subscribed

[@JeffSu]

That's what I love to hear Ahmed! 😁

[@EquipaAcademiaLR]

Excelent job Jeff. Someone very close to you like your mum or dad must be very proud of your work like I'm feeling now ;). Subscribing!!! "Abraços" from Portugal. :)

[@JeffSu]

Awww thank you so much! I hope so haha

[@iamachs]

Awesome content, really useful, thank you mate, and all the best!

[@JeffSu]

Thank you!! You too 😁😁

[@yasminebouziane8843]

This is amazing! Love it. Thanks Jeff :)

[@JeffSu]

Glad to hear it Yasmine! Let me know if you end up using it 😁

[@yasminebouziane8843]

@@JeffSu I’ve already downloaded your template and started using it immediately. Every video I watched on your channel gave me some inspiration to improve certain areas of my life. The work you do it was very helpful to me so far. Much appreciated :)

[@elisey7453]

I guess this is the first video sponsored by Notion🙂 Congratulations🙌

[@JeffSu]

Yes it is! Thanks for remembering Elisey 😁

[@JawadArifAwan]

Thank you so much for all your help! I've been meaning to make life more organized!

[@JeffSu]

You're welcome Jawad, hopefully this helped!

[@babulsingh7521]

So, you guys have so many friends that you need a notion to manage them. i wish i had one of those

[@JeffSu]

I started with family and professional contacts 😂

[@serenaxu738]

haha this solved a big problem! thanks for creating this and sharing Jeff

[@JeffSu]

Happy to hear that Serena 😁

[@ashhoe]

This reminds me of a dating CRM that I did on Notion back then, I was presenting it to my team and all of them just couldn't stop laughing when they saw it 🤣Looks like I've got some enhancements to do after watching your video, thanks Jeff! 😄

[@JeffSu]

Oh wow, so what's the success rate of your dating CRM? 😂

[@MatthewEaton]

Now if only I had friends... Great stuff!

[@JeffSu]

Hahaha we can start with family :)

[@MatthewEaton]

@@JeffSu Oooo, fresh out. Kittens?

[@stretchmcketch59]

Hi Jeff, Would you create an updated version of this video - if you have changed your setup with all the updates etc. thanks in advance. Love the videos!! 🎉🎉

[@JeffSu]

I actually have made a lot of changes, thanks for the reminder 😁

[@biaowang2651]

every INFP deserves a system like this to cure his/her tender inside and lazy outside (BTW, can expect Tim Cookie's gonna send regards after this [doge])

[@JeffSu]

Hahahaha can't agree more Biao 😁. And yes I've been too busy to reply to Tim Cookie but I'll get to him eventually 😉. Since my youtube members are more important hahaha

[@biaowang2651]

@@JeffSu are you back US? Take care and stay safe 🙏

[@JeffSu]

@@biaowang2651 I just landed in HK! Going back to Shanghai soon~

[@biaowang2651]

@@JeffSuI just flew from HK to Chengdu (in 7+3 quarantine now) I remembered in one of your video you are planning a trip -I thought you were doing some massive overhaul. Have you booked your ticket to Shanghai, it's bit hard to get these days

[@JeffSu]

@@biaowang2651 Oh wow so you were able to fly directly to Chengdu? How is the quarantine situation there? Yea I just snagged a ticket to Shanghai!

[@w.w.sakbeh571]

🤯 For a second there, I literally thought you were one of those humanoids I saw in Japan at the robotics museum 😂 You make me feel so inadequate for life in the 22nd century 😂

[@JeffSu]

Hahaha what gave me away 😂

[@daviddelgadovendrell]

How would you implement CLIENTS database within a template based on PARA method. Should we consider them as a RESOURCE? or essentially a completely different DATABASE (like AREAS, PROJECTS, ACTIVE TASKS....)?

[@JeffSu]

I'll be honest David - I don't know much about the PARA method 😅. It's something from Tiago Forte I've been meaning to check out!!

[@justbelit]

yu da best man! wow. more notion tips please?

[@JeffSu]

I got loads of Notion videos, check them out 😉

[@luispreciado4204]

What is the purpose of the archived option in each new contact? love the notion view btw!

[@JeffSu]

Um...if you don't keep up with them anymore hahaha

[@luispreciado4204]

@@JeffSu Lmao duh I can’t believe that didn’t click

[@JeffSu]

@@luispreciado4204 No worries 😂

[@meiyunchen197]

I will never forget to say hbd to my friends after watch this vid 😂

[@JeffSu]

Hahahaha people love being wished happy birthday 😉

[@loujon191]

Great video. How do you record yourself and your computer screen at the same time. I am a teacher and this would be helpful. Thanks

[@JeffSu]

Thanks Lou! Are you looking to create videos online as well? :)

[@loujon191]

@@JeffSu Yes. Not so much for you tube but for work

[@IsaacJoshi]

I've been looking for good ways to build my network of enemies 😈

[@JeffSu]

Now you have one 😉

[@Sam10X]

How do you connect with your non-VIP contacts or does it only happen when they hit VIP status? 😜

[@JeffSu]

More "ad-hoc" than anything haha. And on their birthdays!

[@prio2483]

No one: Me: I’m a lucky duck ~ Thanks for the great content!

[@JeffSu]

Hahaha yes you are 😉

[@kewen8855]

For friends birthday part, I also appreciate the facebook notifications, hahaha

[@JeffSu]

To be honest...me too 😂

[@OsmanKaanKars]

Hi, I think the link for the template is not working anymore. Is it possible to re-share?

[@JeffSu]

Hi Osman, I just checked with a few people, the links seem to be working!

[@chaugulepankaj]

Finally Notion sponsored! 😀👍🏻

[@JeffSu]

Thank you Pankaj 😁

[@armansultanov6879]

Those who used this approach, can you give some feedback on that? It looks that it has a lot of friction still

[@JeffSu]

Can't argue with there Arman, I'm actually in the process of streamlining it right now!

[@lulac.3293]

I loved this, thank you! Is there a way to change the formula for each contact? For example if you want to reach out to someone once every 2 weeks, then someone else once per month and so on. I find that when I change the formula for one of the contacts it changes for every single one. If someone could help me out with this I would really appreciate it :) Thanks!

[@JeffSu]

I think the workaround here is create a few columns for different "time frames" -> for example 3 months, 1 month, 2 weeks, then create different views for those groups of people 😁

[@lulac.3293]

@@JeffSu Thank you so much for taking the time to respond! I will definetly try it! Have a nice day :)

[@JeffSu]

@@lulac.3293 You too 😁

[@SamuelThomas95]

Sooo Good!

[@JeffSu]

Thank you Samuel 😁😁

[@martindagoberto7165]

Love this! Question: is it possible to import contacts from my spreadsheet?....

[@JeffSu]

Yes! You can import .csv files into Notion 😁

[@misterjhubi]

This is F*** awesome

[@JeffSu]

F*** yes!! 😁

[@flickafy]

Hi Jeff, is there a way to link contacts in your CRM? E.g. A knows B. You know A and B...

[@JeffSu]

Yea you would need to use relations and rollups

[@rudrajaiswara9851]

Sir pls make a video on Microsoft edge And ur video is op U are underated KZbin

[@JeffSu]

Hi Rudra! The Microsoft Edge video is coming up in October! Don't worry, I haven't forgotten 😂

[@rudrajaiswara9851]

Ok thanks

[@jackpicone.]

Jeff, can u do a Notion Workspace Tutorial?

[@JeffSu]

That's a great idea Giacomo! I think Thomas Frank Explains already does a good job so definitely check out his channel for an in-depth tutorial 😁

[@jackpicone.]

@@JeffSu i'm sorry, i mean "Tour" of your Notion

[@JeffSu]

@@jackpicone. Ahhh gotcha! Will probably do one of those down the line :)

[@ikechukwugabriel7818]

I fucking love you for this!

[@JeffSu]

Wooohoo 🙌🙌

[@RJBeck1218]

Woah, how can I get those time zones to show up on my Google Calendar??

[@JeffSu]

Check out my Google Calendar video 😉

[@NickDrzayich]

Any way to import contacts in bulk instead of one at a time?

[@JeffSu]

There is Nick and I ALMOST INCLUDED IT IN THIS VIDEO but it would have made it too long 😭. You need to export your contacts as .csv and import them into Notion

[@Lcn-m6j]

The thing that prevents me from using Notion is the inability to search for the exact word I searched for. And it is slow.

[@JeffSu]

It's a fair critique!

[@AlisaShafira]

First comment!!

[@JeffSu]

Woohoo CONGRATS Alisa 😉

[@amrraafat5765]

May anyone tell the difference between notion and google keep??

[@JeffSu]

Quite a few differences! Check out my Google Keep video :)

[@IsaacJoshi]

Productivity for social relationships? The future is now 😤

[@JeffSu]

Oh yessssssss 😂

[@lw8213]

Why not just use exel for this?

[@JeffSu]

It would be very difficult to keep changing properties and adding notes etc.

[@ai_dividend_daily_1]

nice

[@JeffSu]

Thanks!! 😁😁

[@oliurrahaman3872]

youre Good

[@JeffSu]

Thank you 😁

[@danitaaaas]

omg me who only knows like, 10 people who are not family :((

[@JeffSu]

Bright side: Workload for maintaining your CRM just went down!

[@Ajones985]

My name is Jeff? What is a personal digital assistant…

[@JeffSu]

Hahahaha

[@Ajones985]

@@JeffSu 👋

[@PrabhavFulara]

Arigato

[@JeffSu]

You're welcome

[@ricardoOT3]

Absolutely useless. So many contact managers and CRMs out there. No point in building one. That’s what happens when videos are sponsored

[@JeffSu]

Thanks so much for the feedback Ricardo! The best CRM is the one that works for you :). As I mentioned in this video, many of the existing apps and platforms have their own downsides that are mitigated with a custom-built one on Notion 😁. Furthermore, I've been using this myself way before the sponsorship offer came along so this has been working great for me!

[@ricardoOT3]

@@JeffSu the logic is a tough swallow. Stay with me on this: 1 - Notion's learning curve is long, 2 - even with your template, the work involved in building the database from scratch is significant 3 - the starting point of it all is the contact list on your phone. Just sync it to a tool already available on the market (for free), and start from there. This would reduce the volume of work to a minimum 4 - when the using a tool to perform a task is more complex and time consuming than the task itself, just drop the tool and get on with the task. 5- other than this, I like the way you produce your videos. 🙂

[@JeffSu]

@@ricardoOT3 Thanks for the follow up Ricardo, I totally see where you're coming from! I guess in a nutshell, someone with your current workflow isn't my target audience, and I think I need to keep that in mind as a content creator (i.e. not to try to target everyone). For example, I'm currently living in China and WeChat does not sync well with any of the existing tools, and if I were go to from iOS to Android, I wouldn't want to redo my entire CRM workflow :). For current Notion users with a Personal CRM need, I hope this template adds some sort of value! Thanks again for the feedback!

[@user-lc9tf]

Your "CRM" is soooo primitive, my 8 year son made better. How dare you ask money for this?

[@JeffSu]

I'd love to learn from your son 😁! And also the template is free :)

[@samsunneshakhatun8561]

I feel like I am very poor at keeping up relationships and connections ,I'm gonna use this template so that I can become better at maintaining that. And I have a question , will you accept my LinkedIn connection request if I send you?

[@JeffSu]

That's awesome to hear! I guess there's only 1 way to find out :)