What you get
A single Notion workspace that turns relationship maintenance into a repeatable habit. The template ships ready to use — duplicate it to your Notion account and your contact database, follow-up queue, conversation log, and message templates are all in place from day one.
Who it's for
Founders growing a network, salespeople managing a prospect pipeline, and anyone who keeps meaning to stay in better touch with the people who matter. If you have ever realized too late that months passed without reaching out to someone important, this is the system that closes that gap.
What's inside
- Contact Database — stores every person with fields for relationship tier, preferred contact channel, last contact date, and next scheduled follow-up.
- Closeness Tier Defaults — preset touch-frequency rules: close family weekly, friends monthly, professional contacts quarterly, so the system reminds you before relationships go cold.
- Follow-Up Queue — a filtered view that surfaces every overdue and upcoming reach-out, sorted by urgency, so your to-do list writes itself.
- Conversation Log — a running record of meaningful interactions linked to each contact, so you always remember what was said and what was promised.
- Birthday and Gift Tracker — stores dates and gift ideas per contact in one place, with a calendar view for upcoming occasions.
- Reach-Out Message Templates — pre-written starting points for common situations: long time no talk, congratulations, a straightforward ask, and more.
- Relationship Dashboard — a top-level overview showing total contacts, follow-ups due this week, and upcoming birthdays at a glance.
How to use it
Click the Notion template link included with your download, then select Duplicate to save it to your own Notion workspace. From there, add your first contacts, assign each one a closeness tier, and the follow-up queue begins populating immediately. No configuration is required beyond filling in the people you want to keep up with.