Name of consultant: Jessica Lackey

Comments: I use Notion for all of my tasks, notes, and project management so I have one master task list and have all of my interactions in one system. I love it because I work in a single system and my pipeline isn’t huge. I created Zaps to add an entry to my database and keep track of notes, but I don’t have it logging all of my interactions via email. I have all of my contacts in one list, with customized sales options and also log my colleagues in the same list (I have a lot of colleagues who become clients and vice versa). I keep track using database views. I have a tag for core network, I log the source of my relationship, and I create a task to follow up with key network members as part of my master task list. I record discussion notes in each person’s entry.

Applications integrated: Calendar/Calendly, Task Manager, Gmail