📅 2025-10-23 — Session: Normalized Contact Taxonomy and Strategic Networking

🕒 20:05–20:35
🏷️ Labels: Taxonomy, CRM, Networking, Contacts, Data-Analysis
📂 Project: CRM

Session Goal

The session aimed to normalize a contact taxonomy for CRM integration and reflect on strategic networking contacts.

Key Activities

  • Developed a structured approach for normalizing contact taxonomy into six canonical layers with a controlled vocabulary for CRM systems.
  • Provided a CSV output of normalized contact labels for easy integration and data management.
  • Reflected on personal and strategic trust networks, categorizing contacts by trust level and potential for collaboration.
  • Created detailed lists of strategic contacts categorized by roles, affiliations, and collaboration potential in politics, academia, and media.
  • Analyzed the distribution of layers and tags, identifying frequency counts, conflict signals, and ally shares.

Achievements

  • Successfully created a normalized contact taxonomy framework for CRM integration.
  • Compiled comprehensive lists of strategic contacts for enhanced networking and collaboration.
  • Conducted a detailed analysis of layer and tag distribution, providing insights into relationship dynamics.

Pending Tasks

  • Implement the normalized taxonomy into the CRM system.
  • Follow up on strategic contacts for potential collaborations.