The solo bottleneck
Relationship debt accumulates when you only talk when you need something.
This guide is part of a free series: 50 useful automations for people running the business alone. Download the printable PDF anytime: Free PDF — Stay warm with key relationships automatically.
Stack that stays small
Lightweight CRM + recurring reminders.
Tools named here: Notion, Google Contacts, Reminders. Prefer official docs and native features before adding another SaaS.
Ship the automation
List 30 people who matter: clients, peers, mentors.
Field: last touch, next touch, note.
Weekly reminder to nudge 3 people with a useful note — not an ask.
Log touches so you do not double-ping.
Keep it honest
Give first. Automation schedules generosity; it should not spam.
Automations should reduce decisions and errors — not hide broken processes. If a Zap fails weekly, fix the process or delete the Zap.
Download
Grab the free PDF for this task: Download PDF. Or browse the full set from the homepage automation carousel.