Smart Connect Tracker — Strategy Sculptors

Total Contacts

Needs Attention

Warm Leads

Referral Partners

Contacts needing 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 and run the post-connect ritual before the momentum fades.

Monthly Ritual

Stay top of mind.

The built-in routine keeps your network alive on a cadence that feels like attention, not obligation.

Alignable-Native

Every step connects back.

Tags, notes, recommendations, and connections — built into the workflow at every stage.

Join Our Community on Alignable →

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 for independent consultants — 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 the people you haven’t touched in 30+ days who you said you’d stay in contact with.
In Alignable
Filter your 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
For each contact, check their Alignable profile or LinkedIn. Did they post something? Share a milestone? Start from what’s real for them, not from a template.
3
Send one low-pressure message
Message in Alignable or however they prefer. Keep it low friction: share something useful, reference your last conversation, or ask one specific question. Never ask for anything on a reactivation touch.
In Alignable
After sending, update their Notes: “[Date] · [What you sent].” This 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. Note what you sent and reset the follow-up date. The ritual only works if the record stays current.
6
Honest tag review
Spend 5 minutes updating tags. Anyone warmer moves up. Anyone quiet for 90+ days moves to Cold — not deleted, just deprioritized.
In Alignable
Mirror tag changes so your connections stay filterable on both platforms.

The Post–Smart Connect Sequence

Same day as Smart Connect · Within 2 hours

⏱ Same day · 20–30 min

The reason most Smart Connect connections go nowhere isn’t lack of interest — it’s 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 record 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. In the message, reference something specific from your conversation. 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 — it’s 10 seconds that saves 10 minutes later.
In Alignable · Tagging
Suggested tags: 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 they’re 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 one action 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

Everything you need to use this tracker effectively — terminology, tag meanings, Alignable workflow specifics, and the logic behind the timing decisions.

How the tracker works

This tracker saves everything in your browser’s localStorage — no accounts, no servers, no subscriptions, and no data leaving your device. If you clear your browser cache or switch devices, 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. Two minutes after each session beats two hours at month’s end.

Tag reference

Tags are your primary sorting mechanism. Use them to categorize by relationship status. 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 — a proposal, exploratory call, or a thread still alive. Monitor weekly. Don’t let these go quiet.

🟡 Referral Partner

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

⚪ Cold

Two outreaches without response, or a connection that hasn’t developed. Not deleted — deprioritized. Never surfaces on the dashboard.

📌 Follow Up

You made a specific commitment — to send something, make an intro, or reconnect. An open loop. Clear it by doing the thing.

🎤 Speaker/Collaborator

Someone you’d invite to co-create content or collaborate on a project. Intellectual or creative alignment.

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 on the dashboard regardless of follow-up date. These need weekly eyes.

Slipping — 60+ days

No follow-up date set, no interactions logged, and added 60+ days ago. The relationship is drifting — not overdue, just unattended.

Cold — never surfaces

Cold contacts are deprioritized entirely. They won’t appear on the dashboard until you change their tag.

Alignable — the specifics

This tracker is built to live alongside Alignable. Everything you log here has a corresponding action inside Alignable — and keeping both in sync takes about 90 seconds per contact if you do it right after adding them.

Notes (in Alignable)

Profile → three-dot menu or “Note” option → Add a note. Notes are private — only you see them. Recommended format: [Date] · [What they do] · [What you discussed] · [Open commitments]. Keep it concise — 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. Makes your monthly ritual start 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 rec, the more it functions as a referral.

Connection Requests (in Alignable)

Always include a personalized message. One sentence referencing your Smart Connect conversation 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 — that’s different from network maintenance. Weekly for active relationships. Monthly for everyone else.

Your data, your control.

All contacts are saved locally in your browser. Export regularly so you never lose your network. You can import your backup on any device or browser — your progress comes with you.

Export your contacts

Downloads a .json backup file to your device. Keep it somewhere safe — Google Drive, Dropbox, your desktop.

✓ Schema version 2— contacts

Import a backup

Load a previously exported .json file. Your existing contacts will be merged — duplicates are skipped, so you won’t lose anything.

Select your .json file

Reset everything

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

For hosts sharing this tool

This app is hosted at a permanent URL. Each user’s data lives in their own browser — updating the app on the server never touches anyone’s contacts. The schema version system ensures any structural changes migrate forward 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 so you can return to it easily. On Chrome/Edge: Ctrl+D (Windows) or ⌘+D (Mac). On mobile: tap the share icon → Add to Home Screen. Come back through the bookmark every time so your data is waiting for you.

⚠ Opening the tracker in a different browser or device shows a fresh, empty tracker — your data doesn’t follow automatically.

Set up your Alignable tags

Before your next Smart Connect, create these tags in Alignable so they’re ready to use immediately: Smart Connect, Warm Lead, Referral Partner, Follow Up, Active Conversation, Cold.

In Alignable: Connections list → click any contact → Tag or Label option → create your tags once, use them forever.

Export a backup after every session

After every Smart Connect session where you add contacts, go to Data & Backup → Export. Save it somewhere permanent. Name it with a date: network-backup-2026-03.json

Moving to a new device or browser

Open the tracker → Data & Backup → Import a backup → select your most recent .json file → click Import. Your contacts merge in instantly. Nothing duplicates.

When the tracker gets updated

If the host pushes an update, you’ll see it on your next reload. Your contacts are never affected by updates. If something looks different after a reload, check the Contacts panel — your data is still there.

Smart Connect Tracker · 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. Every bug fix, feature, and content improvement starts here.