The Relationship Builder's Rolodex - Notion Template

This dashboard page gives several views to track and manage your relationships. It allows you to store contact information, conversation notes, bios, and demographic info.

• The Relationships Dashboard pulls in the People database to keep track of who you’ve talked to at what times, make notes on people’s backgrounds, and remind yourself to reach out to folks.
• The People database connects to the Organization database, so that by looking within an Organization’s page, you can easily see who else you know within that org.
• The People database also links to Locations, so you can look within a city’s page and see people you know who are located there.
• Within Locations: Cities link to States which link to Countries. As I’m based in the US, I’ve filled in the US states and territories.
• Within Organizations: Keep notes on an organization, including its location and contact info, within that organization’s database entry.

This template includes the following items:

• Relationship Builder Dashboard
• Databases: People, Locations, Organizations

*As you receive instant access to this template and since this is a digital product, it is not returnable and the purchase is non-refundable. It’s your responsibility to ensure your comfort with Notion.

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