Person Template

Person Template

Use this as a template for any person. Duplicate this thought, rename it to the person’s name, and then fill in.

Basic Info

• Full name:
• Preferred name:
• Pronouns:
• Primary email:
• Phone:
• Time zone:
• Location (city, country):
• Primary relationship type (Client / Friend / Colleague / Family / Vendor / Other):

Relationship Context

• How we met:
• First meeting date:
• Who introduced us (if any):
• Organization / Company:
• Role / Title:

Tags / Segments

• Segment(s): (e.g., Client, Prospect, Mentor, Family)
• Priority: (High / Medium / Low)
• Status: (Active / Dormant / Prospect / Past Client)

Personal Notes

• Family / important people:
• Interests / hobbies:
• Values / beliefs that matter to them:
• Key preferences (communication, gifts, meeting style, etc.):

Goals & What They Care About

• Their top goals (personal):
• Their top goals (work / business):
• How I can help them:

Communication

• Preferred channels (email / phone / WhatsApp / etc.):
• Best times to reach them:
• Notes about responsiveness:

History & Milestones

• Date we last met in person:
• Date we last had a meaningful interaction:
• Important milestones (promotions, moves, life events):

Open Loops / Commitments

• [ ] Promises I made to them
• [ ] Things they offered / promised
• [ ] Intros I want to make for them

Next Steps

• [ ] Next ideal touchpoint:
• [ ] Target date:
• [ ] What value can I add in the next touch:

Links & Attachments

• Linked thoughts (projects, deals, shared interests):
• External links (LinkedIn, website, etc.):