Gary’s Guide on Personal Relationship Management

A Personal Relationship Manager (PRM) can help you keep track of important contacts and events. Here’s how to set one up in Notion.

• Why a PRM is Important
• Setting Up Your PRM System in Notion
• Step 1: Create an Events Database
• Step 2: Create a Folks to Keep Warm Database
• Weekly Review Process
• Tips for Effective PRMing

Why a PRM is Important

Having a PRM is crucial for keeping your contacts organized. It helps you remember key details about people you’ve met and makes it easier to identify potential opportunities with them in the future.

Setting Up Your PRM System in Notion

Step 1: Create an Events Database

1. Create a New Database:
• In Notion, create a new table database called "Events Database."
2. Add Columns to Your Events Database:
• Overview: A brief summary of the meeting (e.g., "Catch up with Tim - [Date]"). This makes it easy to search later.
• Participants: Link to another table called "Folks to Keep Warm Database."
• Date: The date of the meeting.
• Type: Multi-select field to categorize the meeting (e.g., virtual, catch-up, jam session, introduction, recurring sync, cocktail party, conference, onboarding session, etc.).
• Recording: (Optional) Upload meeting recordings in a file column.
• Agenda, Research, Notes, Next Actions: Create these sections within each event page for detailed documentation.

Step 2: Create a Folks to Keep Warm Database

1. Create a New Database:
• In Notion, create another table database called "Folks to Keep Warm Database."
2. Add Essential Columns to Your Folks to Keep Warm Database:
• Name: The name of the person.
• Meetings: Relation column linking to the "Events Database" for tracking meetings with this person.
• Overview: A one-sentence description of the person (e.g., "Mentee very passionate about popup village").
• Goal: How often you want to remind yourself of their existence (e.g., weekly, monthly).

• Last/Next: Date of the last interaction and the next planned interaction. Use the Notion date property type.
• Overdue: A formula to determine if the next interaction is overdue
Copy

if(dateAdd(prop("Last/Next"), prop("Deadline"), "days") < now(), "⚠️", "-")

3. View for Overdue Contacts:
• Create a view in the database to show all contacts that are overdue for interaction. This helps you stay on top of your relationship management.

Weekly Review Process

1. Review Past Meetings:
• Each week, review the meetings you had in the past week. Update the "Events Database" with key details. Add new contacts accordingly.
2. Check Overdue Contacts:
• Go through your "Folks to Keep Warm Database" and check the overdue view. Reach out to contacts or update the interaction date as needed.

Tips for Effective PRMing

• Be Honest in Descriptions: Use descriptions that will help you remember people accurately. This descriptor is for you to find the contact even if you forget their name.
• Set Realistic Goals: Set manageable intervals for interacting with your contacts.
• Use Notion’s Features: Utilize Notion’s relational databases, multi-select options, and views to customize your PRM system to your needs.

By following these steps, you can create a robust PRM system in Notion that helps you maintain and leverage your network effectively.