I built the contact organizer I couldn't find anywhere
WhoIMet & the case for building something small and useful
This post is brought to you by my new book Conscious Accomplishment - How to Use Personal Achievement for Spiritual Growth (over 50+ 5.0 ⭐️ on Amazon).
I’ve been spending a lot of time building things with AI.
I’m excited to announce my first public creation called WhoIMet. This post shares more about what the product does and some thoughts on building things with AI for non-technical folks like myself.
Who I Met automatically extracts your contacts from your calendar(s) meetings, allows you to organize them using tags and lists, and then send customized email campaigns.
The product is more of a network organizer with email communication (mail-merge) built in, than a deal tracker or robust note-taker.
I built this to addresses my own personal pain point.
When I was launching Conscious Talent and my book Conscious Accomplishment last year, I needed to curate a list of people to inform about the launch.
Because I have 7 zillion contacts in my inbox and Linkedin, my calendar was the strongest signal for determining who I actually had a real relationship with.
The challenge was I could find any solid tools to organize my calendar data without doing some serious spreadsheet ju-jitsu. I ended up having to buy two crappy google sheets plugins and have my EA do a bunch of data cleanup just to get a workable list to send out a launch campaign.
After these launches, my CRM woes continued…
Conscious Talent is too small of a company for something like Salesforce or Hubspot. Even the smaller CRMs are way overkill.
I just wanted something dead simple that let me easily build lists of potential clients to keep warm and candidates we placed. Until building WhoIMet, I’d been cobbling together a myriad of spreadsheets for this, but I’d often miss certain contacts because I didn’t have a birds eye view of all my meeting activity in one place. WhoIMet solves this need now for me too.
If the product sounds interesting, you can try it out for free today.
How WhoIMet Works
After spending nearly a decade in the Salesforce world, I intentionally wanted to make WhoIMet dead simple. Here’s how the whole thing currently works:
1. Connect your calendar to extract your contacts.
You start by connecting your Google Calendar, Outlook, or multiple calendars accounts. In 30 seconds, you have a clean list of every person you’ve had a meeting with going back to up to 3 years, that can be sorted by how many times you’ve met.
The multiple calendar capability is huge because you can view both your work and personal data in one place.
2. Organize with tags and lists
Once you have your list, you can tag contacts and create lists by however your brain works….prospects, investors, friends in tech, book launch list etc. The whole experience is meant to feel like a smart spreadsheet that always stays up to date.
3. Take action
Once you’ve organized your people, you can send personalized emails to any list directly from the app. No exporting CSVs, no copying into gmail, no formatting nightmares. Just pick your list, write your message, and send.
That’s it. Currently, there’s no pipeline stages, deal tracking., or 47-tab CRM windows that require a certification to use. Just a much better spreadsheet with built-in emailing tools.
Other cool features:
Enrichment - you can enrich your contacts with company, title, company size, and bio
Meeting history - see snapshots of all meetings you’ve had
Notes + custom fields - add notes to any contact
Who This Product Is For
From my user testing, the product seems most interesting for:
Founders and operators at small companies. If you’re too big for spreadsheets but too small for Salesforce, this is your sweet spot to organize prospects, partners, investors etc.
Coaches and consultants. Several coaches I tested with immediately saw value in tracking who they’ve worked with, identifying people for reactivation campaigns and managing referral networks.
Anyone launching something. Whether it’s a book book, a business, a product, a fundraise, or an event, whenever you need to answer the question “who should I tell about this?”, WhoIMet makes it easy to find your people without too much spreadsheet archaeology.
Networkers who want to stay organized without the overhead. If your current system is some combination of your brain, a Notes app, three spreadsheets, and good intentions, this might be for you.
How To Try It Out
WhoIMet has a free forever plan to get started. I’d love for you to give it a try! It takes about 30 seconds to connect your calendar and see your contacts.
I want to give a big shoutout to everyone who helped me as beta testers. Your feedback definitely helped with lots of improvements.
If you try it out and have feedback, let me know using the feedback button in the app! There’s already been a bunch of feature requests I haven’t built yet. I’m putting this out there and will let feedback dictate the future of the product…so let me know.
Reflection On This Process As A Non-Developer
Of all the things in the world to spend my time on, I recognize that helping people organize their calendar contacts isn’t exactly solving world hunger or helping humanity uplift their consciousness. It’s also not going to make me rich. But building my magnum opus or a cash flow machine wasn’t the point of building this.
When I started to get serious about learning AI the main objective was to ship something useful that worked end to end. For someone that’s non-technical, this is a huge deal. This project provided an incredible playground to learn the tools to make this happen.
I believe that learning the new way to build and distribute products with AI will be an incedibly high leverage skill for years to come. And the best way to learn right now is by creating things that you want to use.
The old adage before picking your next business was really to take your time because you’re likely signing up for a 5-10 year journey. I thought that my last company Troops was going to be a quick win, and it turned out to be a 7 year journey + 2 years post exit…so I have mostly agreed with this.
But now that software has gotten so easy to build, I think its foolish to wait for the perfect business idea that meets all your ideal criteria to get going. You’re just missing out on wonderful opportunities to start learning this new way of building things.
As people dive into building with AI, I think giving yourself an initial grace period to tinker and build little things like WhoIMet is productive. At some point, the tinkering will start to have diminishing returns relative to working on something that feels deeply aligned with your calling.
Right now I kind of feel like I’m in this in-between phase. I’ve learned a lot building thigns and still feel aliveness around certain projects I never thought I would be spending time on. I view this pull as a directional intelligence. So my plan is to just keep following it and see where it takes me for now.
— Scott