PEF: The Relationship Strategy Playbook: Building High-Trust Connections That Outlast Any Business
Let's be real — as founders and business builders, we've spent years getting really good at building relationships that serve the business. The investor who funded the round. The hire who saved our sales team. The partner who opened a new market. And that matters.
But what about the relationships that don't fit neatly into a CRM pipeline stage? The ones that span careers, companies, and the weird identity crisis that follows an exit? The people who knew you before the founder title and will still pick up the phone long after it's gone?
Those are the relationships that actually compound — and most of us are terrible at being intentional about them.
In this hands-on workshop, I'll walk you through the strategy I teach and live by — and you'll actually start putting it into practice before you leave the room. No fluff, no "just be authentic" platitudes, and only a moderate amount of CRM evangelism.
Here's what we'll work through together:
The core strategy behind building and maintaining relationships that actually last (spoiler: it's not "send more LinkedIn messages")
How to find, organize, and prioritize your network — including whether a CRM is right for you or whether you're a "spreadsheet and vibes" person
Concrete, doable actions to nurture relationships in a way that feels like you, not like a networking robot
The blockers that keep coming up over and over — and how to get past them without needing a personality transplant
This isn't a sit-back-and-listen kind of session. It's a roll-up-your-sleeves workshop where you'll walk away with a real plan — not just good intentions that fade by Thursday.
Whether you just exited and are staring at your phone wondering who to call first, or you're knee-deep in your next thing and realizing your network needs more than hope and a LinkedIn premium subscription — come hang out. I promise it'll be worth your time.
About Me: Zvi built and sold Contactually, a personal CRM platform, to Compass in 2019. He's the author of Success is in Your Sphere and has coached thousands of professionals on building and maintaining meaningful relationships. Today he's building Relatable, a new CRM born from everything he's learned, and is a partner at AtLost, a marketplace to discover life changing experiences. You could say he's deeply passionate about human connection — or that he just really, really doesn't want anyone to lose touch with people they care about.