Pathwise

Manuals / Professional Networking / Chapter 7

C · Maintain · advanced · Week 3 · Chapter 7 of 9

Maintain without being weird

Lightweight CRM: birthday optional, project updates rare, share wins/asks occasionally. Quarterly hello beats annual panic.

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Step 1 of 1

Quarterly list

Quarterly listDrag stickies · tap for tips
Study mapDrag stickies · tap for tipsKeep it shortdrag · tap →Name the waitdrag · tap →Scope locatorsdrag · tap →Trace when stuckdrag · tap →One browser firstdrag · tap →Isolate statedrag · tap →Assert the UIdrag · tap →Retry wiselydrag · tap →Seed datadrag · tap →Close the loopdrag · tap →Keep it shortdrag · tap →Name the waitdrag · tap →Scope locatorsdrag · tap →Trace when stuckdrag · tap →One browser firstdrag · tap →Isolate statedrag · tap →Pathwise hackdrag · tap →Quarterly listdrag · tap →Try thisdrag · tap →Follow the dashed drag · tap →

Do this now

Pick 10 people for a quarterly hello. Send 3 this week.

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Chapter learning outcomes
  • Light CRM
  • Reconnect scripts

Clear these before you leave