What is this?

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Hi, I’m Andrew Yeung.

I’m an events entrepreneur, early-stage investor, and community builder who has hosted over 200 events, amassing a network of 50,000+ high-profile CEOs, founders, and tech executives in the last two years.

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I built a Master CRM Template to track the hundreds of introductions and, invite thousands of people to my events every month. Today I’m sharing the template so that you better manage the contacts in your network.

Today I’m sharing my process for managing 40,000+ contacts (so that you can copy it!).

• *Founder/CEOs - ***to manage your list of prospective customers, investors, and partners.
• Tech professionals - to track your mentors, mentees, and advocates.
• Investors - to track investments, founders in the pipeline, and ecosystem pipeline.
• Sales professionals - to manage your list of prospects, closed sales, and advocates.
• Hiring managers - to manage your list of potential hires, current pipeline candidates, and future prospects.

How do I use this?

1. Access the template below (make a duplicate)
2. Add every single person you meet to the template (and update it regularly… I suggest b-weekly)
3. Update the individual people profiles with notes from each new interaction.

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The secret to maintaining this system successfully is to have a routine of updating it bi-weekly (at minimum).

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Questions?

You can reach me on Linkedin or X with any questions about my system.

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P.S. I love Notion’s platform so much that I convinced them to give you a unique offer:

My community gets Notion FREE for up to 6 months, to build + scale your company with one powerful tool.

Sign up here.

(Enter “Andrew Yeung” in the drop-down partner list, and enter code ”NotionXAY”)

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Master CRM Template

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