Client Contacts
Priority: High
SJ
Sarah Jenkins
Ex-Senior PM @ Google
Info
Managed Search Ads. Now VP at Fintech. Very formal.
Location: New York, NY
Sector: Fintech / Banking
Work Email
LinkedIn
Follow-Up Plan
Job Update
Nov 15
LinkedIn
Work Email
Auto
DR
Davide Russo
Staff Engineer
Info
Looking for roles. Likes hiking.
Location: Boulder, CO
Interest: Hiking
Telegram
Email
Follow-Up Plan
Layoff Check-in
Nov 26
Telegram
Email
Review
MC
Marcus Chen
Engineering Lead @ Meta
Info
Specialist in AI infrastructure. Left Google 2024.
Location: Menlo Park, CA
Interest: Chess
Email
LinkedIn
Follow-Up Plan
New Year
Jan 01
Email
LinkedIn
Auto
Family
Priority: Personal
AM
Alex Mercer
Partner / Architect
Info
Likes minimalist books and dark chocolate.
Gift Idea: Moleskine
Telegram
Email
Follow-Up Plan
Anniversary
Nov 12
Telegram
Email
Review
Birthday
May 04
Email
Telegram
Review
UB
Uncle Ben
Retired
Info
Checking in on holidays. Keep it brief.
Email
Follow-Up Plan
Thanksgiving
Nov 28
Email
Review
Clients & Partners
Priority: Critical
RV
Robert Vance
Partner @ SeedCapital
Info
Key account sponsor. Expects monthly progress notes.
Location: San Francisco, CA
Email
Twitter DM
Follow-Up Plan
Monthly Update
Dec 01
Email
Twitter DM
Review
Advisors & Network
Priority: Low
JK
Jonas K.
Founder @ Stealth.ai
Info
Raising Series A. Respond to his tweets.
Social: Twitter/X
Telegram
Twitter DM
Follow-Up Plan
Launch Day
Dec 01
Twitter DM
Telegram
Auto
Company B-Day
Feb 10
Telegram
Twitter DM
Review
EB
Elara Bishop
Design Chair @ ArtCenter
Info
Mentored final thesis. Prefers visual updates.
Location: Pasadena, CA
Email
Instagram DM
Follow-Up Plan
Portfolio Review
Jun 15
Email
Instagram DM
Review