Roadmap overview
Step 16 of 25
Step 16 — Build Your Contact Database
Keep every lead, customer, and supporter organized.
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What this stage means
Keep every lead, customer, and supporter organized.
Why it matters
Your list is one of your most valuable assets.
Step-by-step playbook
- Choose a simple tool (spreadsheet or CRM).
- Record name, contact, source, and notes.
- Follow up on a regular rhythm.
Questions to answer
- Where is every contact stored?
- Who needs a follow-up?
- How did they find me?
Your worksheet
Action checklist
Pass It On Example
Meeting sign-ups and members are kept in one organized system.
Common mistakes
- Contacts scattered across phones and inboxes
- Never following up
Need help?
Learn It. Do It. Pass It On.