📅 2025-01-23 — Session: Developed Contact Management Automation
🕒 17:45–18:20
🏷️ Labels: Data_Curation, Relationship_Management, Automation, Python, Google Sheets
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The goal of this session was to develop a structured plan and tools for managing and curating contacts efficiently, with a focus on automation and meaningful engagement.
Key Activities
- High-Level Process for Data Curation: Created a framework for curating contacts and engaging with them, including daily grouping and review processes.
- Generated Spreadsheet: Developed a spreadsheet with randomized names and assigned dates for 2025, enriched with descriptions for managing daily contacts.
- Google Sheets Automation: Implemented Python scripts using the gspread library to download and upload data to Google Sheets, enhancing the contact management process.
- Module Installation: Installed the gspread_dataframe module to facilitate DataFrame uploads to Google Sheets.
- Relationship Management Analysis: Conducted an analysis to categorize relationships and provide insights into effective management and nurturing.
Achievements
- Established a comprehensive plan for contact management.
- Automated spreadsheet creation and data handling with Python.
- Enhanced relationship management strategies.
Pending Tasks
- Further customization of the spreadsheet template as needed.
- Continuous refinement of relationship management strategies based on analysis insights.