Total Contacts

Needs Attention

Warm Leads

Referral Partners

Needs attention

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Companion App · Business Consultant Industry Group

Built for this community.

The official tracking tool for the Business Consultant Industry Group on Alignable, led by Molli Lou of Strategy Sculptors.

Smart Connect Sessions

Track every conversation.

Log contacts from each session before the momentum fades.

Monthly Ritual

Stay top of mind.

A cadence that feels like attention, not obligation.

Alignable-Native

Every step connects back.

Tags, notes, and recommendations built into every stage.

Join Our Community on Alignable →

Your rituals

Resources

🤝Business Consultant Industry Group↗ 🧭Start Here — Strategy Sculptors↗ 🏛strategysculptors.com↗

All contacts

Your two rituals

Repeatable systems, not good intentions

The Relationship Maintenance Routine

Monthly · Last day of the month or first Monday

⏱ Once per month · 45–60 min

Weekly check-ins feel performative and create obligation. Monthly is the right cadence — long enough that you have something real to say, short enough that nothing goes cold. The goal is to stay in the peripheral vision of people who respect your work, without becoming noise.

1
Pull your list
Open the Contacts panel. Filter to Follow-up due. These are people you said you'd stay in contact with who haven't heard from you in 30+ days.
In Alignable
Filter connections by the tag "Follow Up" to cross-reference. Anyone on both lists gets priority this month.
2
Find a genuine reason to reach out
Check their Alignable profile or LinkedIn. Did they post something? Get a new client? Start from what's real for them, not from a template.
3
Send one low-pressure message
Share something useful, reference your last conversation, or ask one specific question. Never ask for anything on a reactivation touch. One message. Done.
In Alignable
After sending, update their Notes: "[Date] · [What you sent]." Creates a record you can reference next month.
4
Give a recommendation where it's genuine
Recommendations on Alignable create asymmetric goodwill. Two minutes from you; visible on their profile for years.
In Alignable · Recommendations
Profile → "Write a Recommendation." Be specific: what they do, what made the interaction valuable, who they'd be great for.
5
Update the tracker
Log the interaction here and reset the follow-up date. The ritual only works if the record stays current.
6
Honest tag review
Anyone warmer moves up. Anyone quiet for 90+ days moves to Cold — deprioritized, not deleted.
In Alignable
Mirror tag changes so your connections stay filterable on both platforms.

The Post–Smart Connect Sequence

Same day · Within 2 hours

⏱ Same day · 20–30 min

Most Smart Connect connections go nowhere not because of lack of interest — but because of delay. Twenty-four hours after a session, names blur and momentum evaporates. This ritual runs the same day, while conversations are still vivid.

1
Add everyone — now
Create a contact for every person you met. Name, what they do, one thing you remember. Imperfect notes now beat perfect notes tomorrow.
2
Connect on Alignable — today
Send a connection request to each person. Reference something specific from your conversation in the message. One sentence of specificity makes you unforgettable.
In Alignable · Connection Request
Example: "Loved hearing about your onboarding framework — would love to stay connected and see where there's overlap."
3
Tag each contact in Alignable
Right after connecting, add tags to their Alignable profile. Don't skip this — 10 seconds now saves 10 minutes later.
In Alignable · Tags
Suggested: Smart Connect · Warm Lead · Referral Partner · Follow Up · Active Conversation · Cold
4
Drop a note on each Alignable profile
Add a private note before closing the tab. This is your external memory.
In Alignable · Notes
Format: [Date] · [What they do] · [What you discussed] · [Any open commitments]. One to three lines. You're writing for yourself six months from now.
5
Write recommendations while fresh
First impressions articulated well are often the most honest. One or two per session is enough.
In Alignable · Recommendations
Three sentences minimum. What they do clearly, what stood out, who they'd be right for. A rec that could apply to anyone applies to no one.
6
Send what you promised
Resource, article, intro — do it now, not tomorrow. This separates you from 90% of people they met today.
7
Set follow-up dates
30 days out for most contacts, sooner for warm leads. No follow-up date = a relationship on a timer you can't see.

Want to go deeper?

Strategy Sculptors builds structural business architecture for independent consultants.

Start Here →Join Our Community

Strategy Sculptors · Smart Connect Tracker

Field Guide

Terminology, tag meanings, Alignable workflow, and the logic behind the timing decisions.

How the tracker works

Everything saves in your browser's localStorage — no accounts, no servers, no data leaving your device. If you clear your cache or switch browsers, your data won't follow you automatically. Export from Data & Backup regularly.

The core loop

Meet someone → Add them immediately after the session → Run Ritual 2 → Let the tracker surface them in your monthly ritual → Repeat.

Tag reference

Mirror these tags inside Alignable so your contacts are searchable on both platforms.

🔴 Warm Lead

Expressed genuine interest in what you do or has a need you can serve. Prioritize in monthly outreach.

🟢 Active Conversation

You're in an ongoing exchange. Always surfaces on the dashboard. Monitor weekly, not monthly.

🟡 Referral Partner

Complementary work, mutual referral interest. Needs reciprocity — make sure value flows both directions.

⚪ Cold

Two outreaches without response. Deprioritized — never surfaces on the dashboard.

📌 Follow Up

You made a specific commitment. An open loop. Clear it by doing the thing, then re-categorize.

🎤 Speaker/Collaborator

Someone you'd invite to co-create content or collaborate on a project.

Attention rules

The dashboard surfaces contacts based on four rules — not just a due date.

Follow-up due

Follow-up date is today or past. Not Cold. Not added in the last 7 days (grace period for new contacts).

Active Conversation — always visible

Any contact tagged Active Conversation surfaces regardless of follow-up date.

Slipping — 60+ days

No follow-up date, no interactions logged, added 60+ days ago. The relationship is drifting.

Cold — never surfaces

Cold contacts are deprioritized entirely and won't appear on the dashboard.

Alignable — the specifics

This tracker is built to live alongside Alignable. Everything you log here has a corresponding action inside Alignable — keeping both in sync takes about 90 seconds per contact.

Notes (in Alignable)

Profile → three-dot menu → Add a note. Private — only you see them. Format: [Date] · [What they do] · [What you discussed] · [Open commitments]. One to three lines. Update after every meaningful interaction.

Tags (in Alignable)

Connections list → contact → Tag/Label feature. Mirror the same tags as this tracker so your monthly ritual starts from a filterable list, not a memory exercise.

Recommendations (in Alignable)

Public, permanent, and powerful. Profile → "Write a Recommendation." Be specific: what they do, what made the interaction valuable, who they'd be right for. The more specific, the more it functions as a referral.

Connection Requests (in Alignable)

Always include a personalized message referencing your Smart Connect conversation. One specific sentence dramatically increases acceptance rates and sets the tone.

Why monthly, not weekly

Weekly outreach creates two problems: it feels like a job, and it feels like spam. Monthly is long enough to accumulate something real to say. Monthly outreach feels like attention, not obligation.

The exception

Active Conversations get weekly attention. Live proposal, exploratory call, open thread — weekly or as-needed. Monthly for everyone else.

Your data, your control.

All contacts save locally in your browser. Export regularly so you never lose your network.

Export your contacts

Downloads a .json backup file. Keep it in Google Drive, Dropbox, or your desktop.

✓ Schema version 2— contacts

Import a backup

Load a previously exported .json file. Contacts are merged — duplicates are skipped.

Select your .json file

Reset everything

Clears all contacts and settings from this browser. Cannot be undone — export first.

For hosts sharing this tool

This app lives at a permanent URL. Each user's data lives in their own browser — updating the server never touches anyone's contacts. The schema version system migrates any structural changes silently on first load.

Setting up your tracker

Everything you need to get this running and keep it working across sessions.

Bookmark this page — now

Bookmark this page immediately. Chrome/Edge (Windows): Ctrl+D · Mac: ⌘+D · Mobile: Share → Add to Home Screen. Always come back through the same bookmark — your data is tied to this exact URL in this exact browser.

⚠ Opening the tracker in a different browser or device shows a fresh, empty tracker. Your data doesn't travel automatically — that's what Export/Import is for. If the URL ever changes (e.g. a new version is released), import your backup at the new URL and you're fully restored in seconds.

Set up your Alignable tags

Before your next Smart Connect, create these tags in Alignable: Smart Connect · Warm Lead · Referral Partner · Follow Up · Active Conversation · Cold.

Connections list → click any contact → Tag or Label option → create once, use forever.

Export after every session

After every Smart Connect session where you add contacts: Data & Backup → Export → save the file. Name it with a date: network-backup-2026-03.json

Moving to a new device or browser

Open the tracker → Data & Backup → Import → select your .json file → Import. Contacts merge instantly, nothing duplicates.

When the tracker gets updated

Your contacts are never affected by updates. Reload to see changes. If something looks different, check the Contacts panel — your data is still there.

Community Tool

Share your feedback.

If something is broken, confusing, missing, or working exactly as it should — this is where to say so.

🐛

Bug Report

Something isn't working the way it should.

💡

Feature Request

Something you wish the tracker could do.

✏️

Content Correction

Something in the guide or rituals that's wrong or unclear.

💬

General Feedback

What's working, what isn't, or anything else.

Your feedback shapes the next version. This tracker is updated regularly based on what the community reports.