✦ HAVENLY LIFE • THE PLANNING STUDIO ✦

Calls & Emails
List

Keep calls, emails, messages and follow-ups in one organised list so the little bits of communication admin stop slipping through the cracks.

Add every person or place you need to contact, choose whether it is a call, email or message, note the reason, deadline and follow-up details, then tick each one off when it is handled.

🗓️ MASTER LIST OVERSORT BY Write It Down.
Contact Them.
Tick It Off.

✦ YOUR CALLS & EMAILS ✦

Set Up Your Calls & Emails List

Give your list a name and choose how you want to sort your calls, emails and messages. Everything saves automatically on this device.

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LIST NAME SORT BY

What Kind of Communication Are You Organising? Time Available Energy Level Anything Fixed in the Diary?

MASTER LIST OVERSORT BY

0 calls or emails added

✦ THE BIG THINGS ✦

Your Top 3 Contacts

Keep three calls or emails visible that you most want to deal with first so the whole communication list feels easier to start.

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01 Contact One 02 Contact Two 03 Contact Three

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RESORT BY 01

Wins & Progress

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My Biggest Win Progress I Made Something I Did Better

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RESORT BY 02

What Worked

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What Worked Well? What Made Life Easier? What Gave Me Energy?

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RESORT BY 03

What Felt Hard

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What Didn't Work? What Drained Me? What Would I Change?

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RESORT BY 04

Life Lately

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Favourite Memory Something That Made Me Happy Something I'm Grateful For

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RESORT BY 05

Lessons & Growth

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What Did I Learn? What Am I Learning About Myself? What Am I Ready to Let Go Of?

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RESORT BY 06

Looking Forward

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What Do I Want to Carry Forward? What Needs My Attention Next? One Intention for Next Month

✦ MAKE COMMUNICATION ADMIN EASIER ✦

Contact Check-In

Use these prompts to separate what needs contacting now, what can wait and what is already in somebody else's hands.

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🎯 Most Important Contact 🪜 Calls I Can Batch Together 🗓️ Emails / Messages I Can Send Together 💜 Contacts That Can Wait

✦ BEFORE YOU START CONTACTING ✦

A Quick Reality Check

Not every call or email needs to happen today. Handle what is urgent, batch similar communication and leave lower-priority contacts safely on the list.

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✨ Who Needs Contacting Today? 🌿 What Has a Deadline? 🧭 What Can Move to a Longer Status? ➡️ What Can I Send Instead of Calling?

✦ KEEP THESE VISIBLE ✦

Things That Make Contacting Easier

Keep phone numbers, reference details, notes and what you need to ask together so you do not have to reconstruct the whole situation when you finally contact them.

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🎂 Emails / Messages I Can Send Together ✈️ Things Already in the Diary 📅 Phone Numbers / Email Addresses ✨ Reference Numbers / Information to Keep Ready

✦ CALLS & EMAILS NOTES ✦

Notes & Brain Dump

Keep extra reminders, context or thoughts here so they stop floating around in your head.

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✨ Saved automatically Your 90 day goals, monthly focus points and notes are stored on this device.

✦ HAVENLY LIFE PRINTABLE ✦

✦ DIGITAL PRINTABLE ✦

Prefer to keep your calls and emails on paper?

Use the matching Havenly Life Calls & Emails List printable to keep contacts, reasons, due dates, follow-up dates and statuses together away from the screen.

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Printable Format Designed for easy home printing

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Calls & Emails List Keep communication admin visible

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Havenly Style Lavender, cream, sage & gold

YOUR PRINTABLE INCLUDES

✓ Who / where ✓ Contact type ✓ Category ✓ Reason / message ✓ Due date ✓ Priority ✓ Status ✓ Follow-up date ✓ Waiting reply ✓ Reference details ✓ Top 3 contacts ✓ Notes

♡

Calls and emails are easier when you can see who needs contacting, what you need to say and what is waiting on a reply.

🖨️ SORT BY THE DIGITAL PRINTABLE Calls & Emails List →

You'll be taken to the printable page where you can view the full Calls & Emails List sheet and access the digital version.

✦ You do not need to keep five half-written reminders in your head when one list can hold the details for you. ✦

📋 Task Prioritiser 🧭 Next Status Matrix 📅 Calendar 📌 Emails / Messages I Can Send Together ✨ Goal Planner 💜 Planning Studio 📚 Planning Studio Tools