Every CRM ever created dies the same way. People stop updating it, the data goes stale, and a few months later it's a system everybody abandoned. You've seen it. You've probably paid for it.
The fix isn't discipline. It's staff.
This episode puts the whole CRM on a schedule. One weekly job, running Monday at 4 a.m., reads the last seven days of sent email and calendar, then reconciles all of it against the pipeline: update last activity on every open deal that had contact, add a one-line note about what happened, flag anything with no activity in 14 days, and flag any company you emailed or met with that has no open deal, because that's probably a deal you never logged. Then it writes a summary under ten lines at the top of the CRM page.
The last three instructions are the important ones: don't send anything, don't email anyone, read and update and report. This job has no outbound authority.
One prerequisite, same as the Virtual Chief of Staff track: a scheduled job needs a machine that's on when it fires. If you already have an always-on Mac running your morning briefing, this runs on the same setup and takes about two minutes to add. You can run it by hand every Monday instead, and that works right up until the week you forget.
That's the whole track. You described a CRM into existence, filled it from an old spreadsheet and your own sent mail, updated it by talking after calls, and now it audits itself and reports to you. That's not software you use. It's a specialist doing the work and putting it on your desk.
And the real takeaway isn't Notion. It's the move: describe a job, give it to an assistant, put it on a schedule. Everything else in this series is that same move wearing different clothes.