The A-List Essentials

knowing people · test

For your top people, decide what you'll actually use (birthday, address, family names, outreach interval), then fill in only that, before building fancy tags.

The idea

Before you build tags so you can find "working parents with three kids who attended an open house in West Oakland and play banjo," go back to the top of your list. If these are the most important relationships in your life, shouldn't you at least have their birthday, their home address and their kids' names? In my coaching we called it the A file. For your A's only: how often you want to reach out, home address, birthday, the anniversaries that matter, phone number, and what they're an expert on. Only track what you plan to use, though: if you've never sent a birthday card and don't plan to start, stop tracking birthdays.

How to do it

  1. Pull up your A's: the people you love, or who love you.
  2. Decide which essentials you'll actually use. Celebrators keep birthdays. Gift and card senders keep addresses and kids' names. Frequent travelers keep cities.
  3. Check each A for just those fields, plus how often you want to reach out.
  4. Fill the gaps.

Example

I used to try to remember everything about everyone. Favorite coffee order. College mascot. The middle child's soccer coach. I thought being the human equivalent of a CRM mattered. Instead I got exhausted and gave up entirely. What works is going deep on the few people who light you up, and only collecting what supports how you naturally show you care.

Watch out for

Sources

Relatable: Relatable has fields for birthdays and other special dates plus how often you want to be in touch, which covers most of the A file. A spreadsheet with a few columns gets you there too. How-to: Add birthdays and other special dates, Set how often you want to stay in touch.

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.