Prestructured Recipes

habits and systems · tactic

Decide once which sequence of touchpoints fits a situation (new job, new house, finished project), then just run it each time it comes up.

The idea

The trick is separating the strategy (deciding what to do) from the execution (doing it). Put real creative effort into designing a sequence once, for a type of relationship or a type of event. After that, you follow what's due each day without having to think. And the sequence can run for years, which makes your system the elephant that never forgets.

How to do it

  1. Pick a situation that recurs in your world.
  2. Write out the touchpoints and the gaps between them. Any action counts: an email, a call, a gift, a bit of research, a social follow.
  3. Template the messages.
  4. Each time the situation comes up, start the recipe and do what's due.

Example

My job-change recipe: wait five days and send a congratulations email; at 30 days, a "how's the new job going?" check-in; around the two-month mark, remind me to look for intros or business opportunities at their company; at 12 months, "Happy one year!" LinkedIn made day-one congrats a single click, which drains its value. A call at one year ("Wow, you made it a year!") stands out.

Other recipes I've suggested:

Watch out for

Sources

Relatable: Relatable's Flow Spheres are built for this: a sequence of templated emails, waits and reminders you set up once and drop people into. How-to: Automate a sequence with Flow Spheres, Save and reuse email templates.

Related frameworks

Read next

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