CAPITAL: Leverage

habits and systems · framework

Get more relationship output from a fixed amount of time: limit people and investment, template, use recipes, automate carefully, delegate.

The idea

Contactually was born because I was "lazy." I tried for months to track my relationships, failed, and wanted software to do the parts I wasn't motivated to do. Most of this work isn't cognitively hard. The challenge is volume. Leverage means more output in the same fixed time, like sending five emails in the time one used to take. It's the last letter in CAPITAL and it loops back to the first: the less work each action takes, the more consistently you'll do it.

How to do it

  1. Limit the people. Prune your lists. Stretching a 30-day cadence to 45 cuts the work by a third, and they probably won't notice.
  2. Limit the investment per tier. Match effort to the value you hope the relationship builds. Top clients get dinner; cold leads get a newsletter.
  3. Template. Remove the repetitive part, personalize at send time.
  4. Use recipes. Think hard once about a sequence (new job, new house), then just run the steps when they come due.
  5. Automate carefully. Your sphere should never be able to tell. Prefer the hybrid: the system cues the message, you hit Send.
  6. Use technology as an amplifier, never as the driver of the relationship.
  7. Delegate to an assistant, while staying the face of every relationship.

Example

My confessed flaw is wanting to please. Every outreach, I want to be invaluable, their best friend. I can't do that for everyone. So I resist treating everyone the same. The extra mile goes to the top tier, and everyone else gets something lighter.

Watch out for

Sources

Relatable: Relatable handles templates and simple send-wait-remind sequences, and still leaves the Send button to you for anyone who matters. How-to: Save and reuse email templates, Automate a sequence with Flow Spheres.

Related frameworks

Read next

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