Turn Google Contacts into a working customer list

Your Google Contacts are a phone book; Bizer's People is a memory. Miles can look anyone up mid-task — "email the plumber about Thursday" just works — and import the contacts worth tracking into People, where notes, jobs, and follow-ups attach to them.

Do this

  1. Mid-task lookup, no setup: "Email Marcus the electrician about Thursday" — Miles pulls the address from your Google Contacts.
  2. Check who's there: "Search my contacts for anyone at Henderson Property."
  3. Import the ones that matter: ask Miles to bring your customers into People so notes and follow-ups stick to them (he dedupes against existing records).
  4. From then on, one name carries everything: "What's the story with Jane?" gets her contact info, history, and open tasks in one answer.

Do this right now

  • Ask Miles to look up one real contact by first name
  • Import your active customers from Google Contacts into People
  • Add one note to a customer ("prefers texts, gate code 4411")
  • Ask "who haven't I talked to in a while?" and send one follow-up

Part of: Become a Google Workspace Power User

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