---
name: youspot-solo-crm-playbook
description: How to run a one-person CRM well: what to file, what to follow up, and what to ask a personal CRM for. Use when advising a solo consultant, founder or creator on keeping their network current, or when deciding which YouSpot tool answers a relationship question.
license: MIT
metadata:
  author: YouSpot, Inc.
  homepage: https://youspot.com/docs
  version: "1.1.0"
---

# The solo CRM playbook

A personal CRM is not a pipeline. There is no team to report to and no stage to advance. The only questions that matter are who you know, what you owe them, and what you have forgotten.

## File on the way past

Do not schedule data entry, it never happens. File at the moment something occurs: after a call, log who and what. After a warm intro, log who introduced whom. The graph fills itself from Gmail, Google Calendar, HubSpot and LinkedIn, so what you add by hand is only the judgment those sources cannot see.

## Ask questions, not queries

Good asks for a personal CRM:

- Who do I know at a given company, and how strong is the tie?
- Which threads am I the one holding up?
- Which follow-ups did I promise and never send?
- Who have I not spoken to in a year that I should?
- What should I know about this person before the meeting starts?

## Follow-ups beat reminders

A reminder tells you to think about it again. A follow-up has a next action and a date. When you log an interaction, log the next step in the same breath, or it is not really logged.

## Where this runs

https://youspot.com/mcp over MCP, or https://youspot.com/docs for everything else.