Primary CRM Database


Master CRM

A master view to track all contracts across all the sheets below.

Founder CRM

To manage all founder contacts so I know how to help them + which events to invite them to.

Investor CRM

To manage all VC/investor contacts so I know which deals to send them + which events to invite them to.

Aspirational CRM

Role models, peers, and people I aspire to build a relationship with.

Event-Specific People Database

Event Attendees

To track all the attendees that have attended my events over the past few years.

Inbound Event Interest

To track all the people who have applied to attend my events.

References

Vendor List

Vetted service providers and vendors that I recommend to my friends and network.

Expert Network

Vetted domain experts that I recommend to my friends and network.