Learn Relatable
How do I…
74 short guides. Every one starts with why it matters to your relationships, then how it works, then how to do it.
Already inside Relatable? Ask Whiz the same question.
Your first week
Start here
Your first week: what Relatable is for, and the handful of things to set up.
- What Relatable is forThe problem Relatable solves and the loop it runs — spheres, cadence, and Whiz — so you always know who to reach out to next.
- Connect your email and calendarLink your Google or Microsoft account so Relatable can see your email history, your calendar, and the people you already talk to.
- Bring in your contactsEvery way to get your network into Relatable — email, LinkedIn, your phone, a spreadsheet, meetings, even a photo of a business card.
- Build your first spheresWhat spheres are for, a few good ones to start with, and how to set the rhythm for staying in touch with each.
- Get to know your dashboardA quick tour of what's on your dashboard and what's worth checking each morning.
- Meet Whiz, your AI assistantWhat Whiz can do for you on day one, on web and mobile, with real prompts to try.
- Install Relatable on your phoneGet the Relatable app on iOS or Android, sign in, and find your way around the three tabs.
A system, not a tool
Routines & playbooks
How to use Relatable on a regular basis — the rituals, and the moments life hands you.
Recurring routines
- The 10-minute morning check-inTen minutes each morning to clear your reminders, act on suggestions, and walk into your meetings prepared.
- The weekly reviewFifteen minutes on Friday afternoon or Monday morning to close the week and set up the next one.
- The monthly sphere auditTwenty minutes once a month to catch spheres that went quiet, fix unrealistic cadences, and re-home anyone adrift.
- The quarterly re-sort of who mattersThirty minutes a quarter to recalibrate strength and importance so your relationship radar stays honest.
- Birthday weekA ten-minute weekly look at who has a birthday coming up, so every message is specific and scheduled ahead of time.
- The year-end outreachOne hour in early December to sort your network into who gets a personal note, a broader update, or a card, and schedule it all.
Situational playbooks
- After a conference: turn a stack of cards into relationshipsPhotograph the cards, voice-note the details, then turn contacts into a sphere and real follow-ups within 48 hours.
- Someone changed jobsA job-change suggestion is a short window to say something real, not a one-click congrats everyone else is sending.
- Onboarding a new clientSet a new client relationship up with the right sphere, cadence, and paper trail from day one.
- Moving to a new cityTurn "I don't know anyone here" into a real list of who's already there, and two introductions to ask for.
- Job hunting: organize who can helpSee your network by who can open a door, not just who you know, and keep the people helping you updated.
- Fundraising: track every investor conversationKnow exactly where every investor conversation stands, with notes after every call and next steps that don't slip.
- Reconnecting after a long silenceSkip the apology. Ground the message in what you remember, and send five notes, not fifty.
- Running a recurring dinner seriesRemember who's met whom, invite the right mix, and keep a recurring dinner series going without starting over each time.
- Onboarding a teammate or assistantDecide team seat or delegated access, what they see on day one, and who owns what.
- Traveling: see who you know where you're goingBefore the trip find out who's there, during use your phone to reach out and capture, after log who you saw.
One per feature
Feature guides
One guide per feature. Why it matters to your relationships, how it works, how to use it.
Contacts12
- Create a contact
- Manage a contact's profile
- Import contacts from a spreadsheetVideo
- Export your contacts to a spreadsheetVideo
- Export contacts for a mail merge or holiday cards
- Find anyone in your network in secondsVideo
- Find and merge duplicate contactsVideo
- Review the contacts Relatable found for youVideo
- Add birthdays and other special datesVideo
- Import your phone's address book
- Keep your phone's contacts updated from Relatable
- Turn a business card or photo into a contact
Spheres & collections8
- Create and organize spheresVideo
- Set how often you want to stay in touch
- Automate a sequence with Flow SpheresVideo
- Track a process with PipelinesVideo
- Tag contacts with topics, companies and expertise
- Track where people liveVideo
- Link related contacts and message them togetherVideo
- Share a sphere with someoneVideo
Reaching out5
Staying on top of it5
Whiz & AI6
Integrations6
Teams & sharing3
Mobile4
Can’t find it?
Hit us up at care [at] relatable [dot] one and a human answers. If it’s a real gap, the guide gets written.