The Networking CRM is a complete build blueprint (PDF guide) for setting up a personal network record system inside your own Notion — a contacts directory, a meetings log, a follow-up schedule, an organisations register, a notes register and an introductions log, tied together by relations and rollups and read from a single dashboard.
What it is: an exact, step-by-step build specification — every database, every property (name + type), every view, and every formula written out in full, plus a sequenced 30-minute build checklist, a sample-data chapter with fictional data and stated expected counts, and weekly + monthly workflows. The guide holds records and organisation only — labels, dates and counts — and gives no guidance of any kind about the network itself.
What’s inside the system: Contacts Directory (every person on record, with their meeting rows counted back), Meetings Log (each meeting by date and kind, tied to its contacts), Follow-Up Schedule (dated follow-up rows you set yourself, with a days-left count), Organisations Register (every organisation as a plain label, with contact counts), Notes Register (the paper trail in your own words) and Introductions Log (each introduction as a dated row between the contacts it sits between) — plus the Dashboard. No deal stages, no sales fields — it is a record of a network, not a sales pipeline.
Honest note: this is a build-it-yourself blueprint guide, NOT a hosted duplicate-this link — you build the system in your own Notion (the free plan is enough; no Notion subscription needed), following the guide step by step. Building it yourself means you own it outright, understand every part of it, and no seller can ever revoke access. Setup follows the checklist; most builders finish in about 30 minutes.
Instant download — 13-page PDF. Planning/organization tool only — not accounting, tax or legal advice.
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