Introduction

Today I'm sharing five creative ways to better organize your phone contacts. I hope it’s helpful and time-saving toward a very important end: feeling less overwhelmed by relationships!

🏝️ Friendly Reminder: I’m opening up ten Voxer coaching spots to work with me 1:1 (asynchronously). I’d love to help you take a step back from the day-to-day operations of your business and set even more of your time free this summer! Enrollment closes when the 10 spots are filled or by EOD June 4, whichever comes first.

Learn more and enroll » (Apply promo code PODCAST at check-out)

🌟 5 Strategies for Better Organizing Your Contacts

1. Make notes about each person when you chat with them in their contact card within your phone: For example, ****spouse’s name, kids’ names, pets names, important milestones).
2. Identify your friendship circles and a cadence for each: 5, 15, 50, 150, 151+ Pin your favorites in texts and contacts.
3. Create a go-to moniker for your MIPs such as Keith Ferrazzi’s “Lifeline,” saving it as their middle name so you can search when you need a trusted friend to call.
4. Create collection buckets for cities, even if you don’t know their full address. You could even keep it mainly to people you’d want to see when you visit. If you want to separate these out, indicate their city as the company name or in notes. Ie: Visit Austin or Austin Travel
5. Add confirmation text phone numbers to your contacts with an emoji identifier, Either in first name field or by customizing the image. For example, ie 💊 Capsule Pharmacy, 📦Shipping Updates, 🐾 Vet, 👩🏻‍⚕️ Doctor, etc. This way they immediately jump out and stand apart from spam, and might even spark a little joy when you see them :) Here’s an example of Jenny’s »
6. Bonus: Keep a Notes note with your neighbors names and a 1-2 word description to jog your memory :)

📝 Permission: Not to create a full-on CRM or pay for expensive overly complicated software.

✅ Do (or Delegate) This Next: Spruce up your ability to keep in touch with people who are important to you by implementing just one of the ideas above.

🔗 Resources Mentioned

• Get Jenny’s KIT template (CRM) and so many more in the done-for-you Free Time Operations Dashboard (apply promo code PODCAST for 10% off)
• Submit your favorite Time-Saving System for fellow Free Timers at http://itsfreetime.com/ask
• Articles: Why You Need the “Lifeline Relationships” (PDF), 5/25/150: The Secret of the Best Networker I Ever Met by Sean Johnson (via RadReads.co)
• Video: BNET—Who’s Got Your Back? Book Brief
• Apps: Notion, Google/Gmail Contacts, Salesforce, Pipedrive, Relatable
• Books: Friends by Robin Dunbar and Who’s Got Your Back? by Keith Ferrazzi

🎧 Related Episodes

• 125: How to Create Your Own CRM with Alex Sherwood
• 083: Breaking through Buyer’s Remorse—Never Lose a Customer Again with Joey Coleman
• 120: Transform Your To-Do List into a Results List — Leanne’s Favorite Time-Saving System

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