✓ You’re in
Your tracker is ready.
Set it up right first.
Before you open the tracker, take five minutes to do these steps. They’ll make every Smart Connect session run on autopilot.
Five things to do right now
Getting started
Set up in five minutes.
Do these five things before your next Smart Connect and the whole system will be ready to run.
1
Do this first — right now
Open the tracker and bookmark it.
Your contacts save inside your browser at this exact URL. Bookmark it immediately so your data is always waiting when you come back.
Windows:
Windows:
Ctrl+D · Mac: ⌘+D · Phone: tap Share → Add to Home Screen
⚠ If you open the tracker in a different browser or on a different device, it will look empty. Your contacts live in the browser where you bookmarked it. See Step 5 to learn how to move your data to a new device.
2
Before your next Smart Connect
Set up these six tags in Alignable.
Having your tags ready means the post-session ritual takes seconds. Go into Alignable, click any connection, find the Tag or Label option, and create these:
Smart Connect
Warm Lead
Referral Partner
Follow Up
Active Conversation
Cold
You only create these once. After that they’re available for every contact going forward.
3
Same day as your Smart Connect · within 2 hours
Run Ritual 2 — the Post–Smart Connect Sequence.
Open the tracker → click Rituals in the top menu → follow the Post–Smart Connect Sequence. It walks you through adding everyone you met, connecting on Alignable, adding tags and notes, and setting follow-up dates.
Takes about 20 minutes the first time. Gets faster after that.
Takes about 20 minutes the first time. Gets faster after that.
Why same day? Twenty-four hours after a session, names blur and momentum disappears. The ritual works because you run it while the conversations are still vivid.
4
Once a month · last day of the month
Run Ritual 1 — the Relationship Maintenance Routine.
Open the tracker → click Rituals → follow the Relationship Maintenance Routine. The tracker shows you exactly who needs attention that month. Takes about 45 minutes and keeps your network alive without becoming a second job.
Set a recurring calendar reminder right now — last day of the month, 45 minutes blocked. You’ll thank yourself later.
5
After every session where you add contacts
Export a backup. Takes 5 seconds.
In the tracker: click Data & Backup in the top menu → click Export backup (.json). A file downloads to your device. Save it somewhere permanent — Google Drive, Dropbox, or your desktop. Name it with a date:
network-backup-2026-03.json
Do this same day as your monthly ritual. If you ever get a new device or switch browsers, go to Data & Backup → Import → select your file. Every contact comes back instantly, nothing is lost.
You’re ready
Now open
your tracker.
Your tracker link is also on its way to your inbox. Bookmark it the moment it opens so your data is always there when you come back. Opens in a new tab · Free · No account needed.
Open the Smart Connect Tracker →Check your inbox too — we sent you this link
Protecting your contacts
Save a backup.
Never start over.
Your contacts are saved in your browser — not on a server. That means they’re completely yours, but you need to back them up. Here’s exactly how.
Saving your contacts
How to export
Click Data & Backup → click Export backup (.json) → a file downloads. Move it to Google Drive, Dropbox, or your desktop. Do this after every session where you add contacts.
Restoring your contacts
How to import
Open the tracker → click Data & Backup → click Import a backup → select your .json file → click Import. Everything comes back instantly. Nothing duplicates.
The simple version
1
Click Data & Backup in the top menu
2
Click Export backup (.json)
3
Move the file to Google Drive, Dropbox, or your desktop
4
Do this every month when you run your monthly ritual — same session, takes 5 seconds
Alignable — quick reference
Four things to do
inside Alignable.
The tracker walks you through all of these in the ritual steps — but here’s the short version so you know what’s coming.
After every interaction
Add a private note
Profile → three-dot menu → Add note. Format: [Date] · [What they do] · [What we discussed] · [Any commitments]. Only you can see it. One to three lines.
Right after connecting
Add their tags
Use the same six tags from Step 2. Takes 10 seconds. Makes your monthly ritual start from a list, not a memory exercise.
Same day as the session
Write a recommendation
Profile → Write a Recommendation. Be specific — what they do, what stood out, who they’d be right for. A specific rec functions as a referral. A generic one is invisible.
When sending a connection request
One specific sentence
Always personalize the message. Reference something real from your conversation. One specific sentence makes you memorable in a list of pending requests.
Ready to
open your tracker?
Bookmark it, set up your Alignable tags, and you’re ready for your next Smart Connect.