Plan who you contact, before the pile-up.
A visual forecast of your relationship-touch load 30, 60, and 90 days ahead. Pile-up days surface as red bars before they hit. Quiet days surface as quiet days. The system suggests how to redistribute touches so you never burn a week trying to catch up on relationships you organised three months ago.
The every-Monday problem.
Every consultant who has ever tried to organise a network has had this experience. You spend a Saturday afternoon assigning contacts to groups with cadences. Three months later, every Monday morning has 25 contacts due for outreach, your inbox is on fire by 11am, and you skip half the touches. The cadence collapses.
The Relationship Planner is what makes group cadences sustainable. It looks ahead, spots the pile-ups before they form, and tells you specifically how to flatten the load while still respecting every group’s rhythm.
What you actually see.
The Planner is a stacked bar chart. Each bar is a working day. The height is the number of contacts due that day. Colour shows the group breakdown. Red overlays mark pile-up days; amber overlays mark heavy-but-manageable days.
30, 60, or 90 days ahead
Switch the horizon to match how far ahead you plan. 30 days is daily-operational. 90 days catches structural issues like “every quarter-end is brutal.”
Pile-ups, weeks before they hit
Red bars surface days where the touch load exceeds your stated capacity. The bar appears 3-6 weeks before the day in question. Plenty of time to fix it.
One-click redistribution
The Planner suggests specific moves: “Move 6 of these 22 contacts to next Wednesday (currently 3 contacts, capacity for 5 more).” Each suggestion respects the contact’s group cadence, Strategic contacts don’t get pushed past their 30-day window.
It complements your calendar, doesn’t replace it.
Calendar shows meetings. The Planner shows relationship-touch load (emails, LinkedIn DMs, calls, brief messages). Together they tell you whether tomorrow is a deep-work day, a relationship day, or a recovery day.
This is the missing layer between “I have a CRM with cadences” and “I actually maintain my network.” Without it, cadence collapses within a quarter. With it, the rhythm holds.
For relationship-led businesses.
Stop the Monday spike
The single biggest reason cadence fails is that the cadence-setting decision was made on a Saturday and the load distribution is invisible. The Planner makes it visible.
Multi-portfolio load balancing
4-8 portfolios = 4-8 simultaneous Strategic groups all firing their 30-day cadence in parallel. The Planner views them as one combined load so you can balance across portfolios.
Per-account-lead views
Each account lead sees their own touch load. The agency principal sees the team aggregate. Capacity discussions become numerical instead of vibe-based.
See your next 90 days of relationship load.
Book a 30-minute walkthrough. We’ll set up sample groups on a slice of your network and show you the resulting Planner forecast on the call.