Guides
How-to guides
Practical walk-throughs from the people running the product day to day.
How to actually keep in touch with everyone you care about
A repeatable system - five minutes a week, no willpower, lasts for years.
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How to log life events you only hear about once
How to capture the "oh by the way" moments - the ones that decide future conversations.
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How to track gifts so you never repeat yourself
Stop sending the same person the same wine for three Christmases running.
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How to set follow-up reminders that actually fire
If you've abandoned three reminder tools in a row, this is for you.
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How to migrate from Google Contacts to Contact Book
Drop the Google export into our import dialog. Five minutes, no data lost.
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Set up a weekly relationship review (in 15 minutes)
A 15-minute weekly review that turns good intentions into actual messages sent.
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Build a birthday + life-events system that never lets you forget
Set up dated reminders for birthdays, anniversaries, and life events so you show up on time, every time.
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Migrate your contacts from a spreadsheet to a personal CRM
A clean, step-by-step move from a contacts spreadsheet to a real relationship tool.
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Set up tags and segments that still make sense in two years
A durable, low-maintenance way to tag and segment contacts that doesn't rot over time.
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How to prep for a coffee or 1:1 in two minutes using your contact notes
A two-minute routine that makes you the person who remembers.
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How to turn your LinkedIn connections into a personal CRM you'll actually use
Export, prune to who matters, enrich, and set a cadence.
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The best CRM for networking (without the sales-CRM bloat)
Who needs a networking CRM, why a sales CRM is overkill, and what to look for.
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