Personal Relationships Pattern

Personal Relationships Pattern

Guidelines for how to track friends, family, and close personal connections.

What to Emphasize

• Life events (birthdays, moves, new jobs, health, family news).
• Interests, values, and what makes them feel cared for.
• Shared experiences and memories.

Example Fields to Track

• Birthday / important dates.
• Family members and their names.
• How often you’d like to be in touch (e.g., monthly, quarterly).

Interaction Style

• Focus on meaningful conversations and shared activities.
• Use tasks sparingly—only for meaningful promises (e.g., “Call on their birthday”, “Plan visit”).

Where to Link

• Link personal contacts to Personal-oriented segments (e.g., Family, Close Friends).
• Use Interactions & Touchpoints for significant calls/visits, not every minor chat.