You may have heard of Dunbar's number
the number of people you can maintain relationships with at one time
That number is capped at 150. Our brains can hold on to this minuscule amount of information at once.
What if I told you that a no-code tool can break that limitation?
Levels founder Sam Corcos has a goal to stay in touch with 1000 people per quarter. He manages this via airtable. It's as simple as a check-in, but with this system he can
- work where he wants
- work on his schedule
- and maintain deep ties
with little stress.
I figured, why not try to build a no cost, low friction system?
So I made an airtable base that anyone can use to stay accountable with their network
the best part?
it takes only 15 minutes to maintain
How it works
We all have contacts
but we need to prioritize based on a category
A - contact every two weeks
B - every two months
C - every six months
D - each year
most CRM apps are overkill, it should be an email
The base has two tabs
- - established contacts
- - potential new contacts
For established contacts keep things as simple as possible with these 7 columns
- Last Contact
- Next Contact
- Trigger Reminder
The first five are populated by you, the last two are formulas based on the category
Here's what they look like (from Jakob's article)
Potential new contacts are even simpler
- Reach out (Y/N)
- When to Reach Out
again, mostly populated with one formula column
Start at the end:
I want an email that looks like
Hey, you should reach out to these people today
*insert table with names and notes here*
Checking a database is too much friction
but you check your email every day
so pair the new habit w/ an existing one
Here's what the automation looks like:
1st action - collect all records that have the "trigger reminder" in their entry
2nd action - collect all records that have "yes" in the Reach Out column
3rd action - send an email with the records listed
Now that’s it!
Every morning you're getting an email that tells you who you should reach out to today.
After you send the messages, open Airtable and update the Last Contact column to today’s date.
In total, this process takes maybe 15 minutes per day (per Jakob)
Now that you have the follow ups, what do you write?
Here's what I would do:
- watch or read some interesting content they've made
- share a related article or video that they would get value
- offer specific advice for a problem they mentioned
here's what the first action looks like
and the second action
and the third
And That's it (for real this time!)
If you want to get more in depth (and learn how to use scripts with this base) I suggest you read Jakob Greenfeld's article
and while you're there check out his other awesome posts!
And for more of the concept behind the CRM, check out Derek Sivers post
on the same subject
If you want the base to edit here's the link
Or you can make your own by following this post!