Thoughtful
Tracking
Needed Information
Name
Phone
Address
Home
Work
Work
Personal
Work
Personal
Events
Annual Events
Anniversary
Family Birthdays
Company Milestones
*To do's
Last Touch
Last Thoughtful Touchpoint
Random Event
Interests
Important Details/Personal Information
What's most valuable
Values
Notes Section
Reminders about Follow up
Pull in their Instagram Feed
Pull in their Linkedin Feed
Pull in their Facebook Feed
Pull in their Twitter Feed
Scoring Relationships
Personal or Business
Potentially score a relationship 1-10
Hyper targeting the most important people in your life
Higher Relationship Score gets more touchpoints
Import Tool
Scan Business Card
Money
Virtual Assistant
Collects Information
Subscription Model
Suggestions
Programatic
Research
Affiliate Revenue
Data
Brand Partnership
Southwest
AMEX Black Card
Rewards Program
Sponsorships
Buy in Bundles
Competitors
SemiCompetitor
Direct
Insightly
Contactually
RelateIQ
Base
Salesforce
Close.io
Pipedrive
Track Emails
Update Backend When Manually Updated
Views (When you view something)
Free
Pro
Enterprise
Partnerships
Birthdays
Phone
Address
Address
Job History
Sold for $390MM
Big brands
Curated Events (later version)
Summit
Take 20%
Baby Bath Water
Forbes 30 Under 30
Masterminds
Experiences
Team
Family
Friends
Interests
Schedule Nice Gestures
Referral Partner Fees/Affliates
Giftology
Other Gifting Ideas/Flowers/Candies/etc.
Invitation to thoughtful where they can fill out the info once you invite them
click to edit
AI to help you better or smarter doing things that can better the relationship (could be an extension of virtual assistant)
Help make suggestions on gifts
Suggestions on when and how to reach out
Makes suggestions based on their interests and when an event happens. Ie they love the STL Cardinals. It sends you a notification that they just signed a big player or something big
In Calendar
In Relationship Center
Later Stage