This personal account management and task tracking tool is tailored for Technical Account Managers (TAMs) but is versatile enough to support similar roles like Solutions Engineers (SEs), Customer Success Managers (CSMs), Customer Experience Managers (CEMs), etc.
It offers a streamlined way to manage customer details, goals, subscriptions, projects, and tasks in a single, intuitive system. While designed for individual use, the tool can adapt to collaborative needs through Notion's sharing capabilities. Ideal for tracking workflows, managing priorities, and driving customer engagement. It is meant to empower professionals to stay organized and deliver exceptional results.
If you have any feedback, please email me at: [email protected]
The organizer is free for use, and current DB & and property names won’t be changed for future compatibility.
Current Version: v3.0
To get started, import your contacts into TAM Task Organizer Contacts database:
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Export: Ensure your contact export includes these columns (case-sensitive!):Full Name, Title, Email, Account, LinkedIn, Phone, City, State
Review & clean the data, add your Account Executives and any other new contacts you’ll want in your Task organizer. Save this as a CSV file.
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Import: In the "Contacts" database, click ... > "Merge with CSV" > Choose your CSV file.
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Update Account Pages (IMPORTANT): Your Accounts will be imported, but to add the task organizer functionality, open each Account and choose the "New Account" template.
Feel free to delete this line and above if you imported all your contacts and would like to start using the tool.
Accounts
Tasks
Key Objectives
This template contains five connected databases.
- Accounts: This DB keeps track of all your accounts. Main starting point for most.
- Projects: This is your overview of all the tasks in the pipeline. Think of specific targeted projects for a specific customer.
- Tasks: This is your detailed breakdown of every task under your Key objectives. You can also create independent tasks.
- Contacts: You are able create people and add information you’d like to remember about them.