# CRM Examples

Three sample cards showing how to structure entries in this system. Each is labeled with `example: true` in the frontmatter so your dataview queries can skip them.

## What's here

- `example-author-maintainer.md` — full maintainer card with real properties. The most populated version of the format.
- `example-advisor.md` — quarterly mentor relationship. Shows the cadence and next-step pattern.
- `example-contractor.md` — delegated work pattern with Source / Location / Shape / Channel fields. Models how to make a task crystal clear before sending it.

## How to use them

Copy any of these to your `CRM/` folder, replace with a real person in your life, and remove the `example: true` flag once it's a real card.

After 30 days of journaling and meeting notes, your CRM stops being a static address book and becomes a queryable index of your relationships. The "How this card auto-populates" section in each example explains the mechanisms.

The cards intentionally avoid wikilinks (`[[like this]]`) because they would resolve to empty stubs in your fresh vault. In your own real cards, wikilink names, places, and concepts liberally — the graph compounds over time. Run `/second-brain-mapping` periodically to populate cross-references automatically. Once your whole vault is interconnected, the system is at its most powerful.
