The Stack
The Stack is your daily action center in MEMO. It's organized by importance, not urgency — designed to help you win the day in just a few minutes.
Unlike a CRM that shows you 50 overdue tasks, The Stack shows you what actually matters. It has three layers, each with a clear purpose:
- The Short List — The 3 people you should contact today
- The Daily Deal — A quick card game to enrich your data
- Focus Stacks — Optional deep dives for when you want more
Complete the Short List and you've won the day. Everything else is bonus.
Today's Short List
The Must-Do.
The Short List shows you the 3 most important people to reach out to today. Not 30. Not 10. Just 3.
Why only 3?
Because 3 is achievable. A list of 50 tasks creates anxiety. A list of 3 creates action.
If you contact these 3 people, you have won the day. Close the app. Feel good. The relationships that matter most got your attention.
How MEMO picks your 3
The Short List isn't random. MEMO surfaces people based on:
- Birthdays or anniversaries coming up in the next few days
- Drifting relationships — people you haven't contacted in too long
- Inner Circle priority — your VIPs get attention first
- Recent additions — new contacts who need follow-up
You don't need to think about the logic. Just trust that the 3 people shown are the right 3 people for today.
What you see
Each person on your Short List appears as a card showing:
- Their name and photo
- The "Why" — a short explanation like "Birthday in 2 days" or "It's been a few months"
- Quick action buttons to call, text, or log an interaction
What you do
Reach out however feels right — a text, a call, a voice memo, a coffee invite. Then mark it done.
When you complete all 3, the Short List is empty. You're finished. No infinite scroll. No guilt.
The Daily Deal
The Candy.
Below your Short List, you'll find The Daily Deal — a quick 5-card game that makes data entry actually enjoyable.
The concept
Traditional CRMs ask you to fill out forms. Boring. MEMO deals you a hand of cards instead. Each card asks one simple question about one person.
You're not "updating the database." You're playing a quick game that makes your future suggestions smarter.
The three card types
Fact Cards (The Vegetables) Fill in missing details: "When is Sarah's birthday?" or "What was the commission on the Johnson deal?"
Memo Cards (The Candy) Capture personal details: "What does Andrew do for fun?" or "What's something you admire about them?"
Reward Cards (The High Fives) Celebrate milestones: "3-day streak!" or "You've tracked $50K in commissions."
How to play
- Tap "Deal" to start your session
- Answer each card (or skip if you don't know)
- After 5 cards, you're done
The whole thing takes 2-3 minutes. Your answers are saved automatically to each person's profile.
Why it matters
The more MEMO knows about your contacts, the smarter it gets:
- Birthdays unlock birthday reminders
- Closing dates unlock home anniversaries
- Memos appear as context in your Sphere feed
- Commission amounts show your true ROI
The Daily Deal is how you teach MEMO about your relationships — without it feeling like work.
Focus Stacks
The Extra Credit.
At the bottom of The Stack, you'll find Focus Stacks — specific drawers for specific needs.
What they are
Focus Stacks let you dive deep into one category at a time:
- Missing Birthdays — Everyone who needs a birthday added
- Missing Closing Dates — Clients without transaction dates
- Drifting Contacts — People you're losing touch with
- Referral Sources — Your advocates who deserve attention
- New This Month — Recent additions to follow up with
The anti-guilt design
Notice there are no red badges. No warning counts. No "47 OVERDUE" screaming at you.
Focus Stacks are voluntary. You enter them when you want to, not because the app is guilting you into it. Some days you'll have 5 extra minutes and want to knock out some birthdays. Most days you won't. Both are fine.
When to use them
- Slow afternoon? Open "Missing Birthdays" and add a few
- Feeling productive? Work through "Drifting Contacts"
- Want to say thanks? Check "Referral Sources" for people who've sent you business
Think of Focus Stacks as filing cabinets. They're there when you need them. They don't jump out and demand attention.
The Stack Philosophy
The Stack is built on a simple belief: you should be allowed to finish.
Traditional CRMs have infinite lists that never end. There's always another task, another overdue item, another red badge. The feeling is always "I'm behind."
The Stack is different:
| Layer | Size | Feeling when done |
|---|---|---|
| Short List | 3 people | "I won the day" |
| Daily Deal | 5 cards | "That was fun" |
| Focus Stacks | Optional | "I went above and beyond" |
Complete your Short List and you're done. Play the Daily Deal and you've made progress. Dig into Focus Stacks and you're an overachiever. But you're never "behind."
Tips for Getting the Most Out of The Stack
Start with the Short List. Those 3 people are your priority. Everything else is bonus.
Make the Daily Deal a ritual. Morning coffee, lunch break, end of day — find a moment that works for you. Consistency beats intensity.
Don't force Focus Stacks. They're there when you want them. No guilt if you never open them.
Trust the system. MEMO is surfacing the right people. You don't need to second-guess or hunt for someone specific.
"Done" is allowed. When the Short List is empty, close the app. You did enough.
Frequently Asked Questions
Q: What if I can't reach all 3 people on my Short List? That's fine. Log that you tried (even "left voicemail" counts) and move on. The goal is attention, not perfection.
Q: Do I have to do the Daily Deal every day? Nope. It's there when you want it. But the more you play, the smarter MEMO gets about your contacts.
Q: What if I want to do more than 5 cards? Tap "Deal Again" for another hand. Or dive into a Focus Stack. But don't burn yourself out — sustainable beats intense.
Q: Will I see the same people over and over? MEMO rotates intelligently. You won't see the same person twice in one session, and it prioritizes based on what's actually needed.
Q: Can I skip Focus Stacks entirely? Absolutely. Many users never touch them. The Short List and Daily Deal are plenty.
Summary
| Layer | Purpose | Time | Feeling |
|---|---|---|---|
| Short List | The 3 people to contact today | 5-10 min | "I won the day" |
| Daily Deal | 5-card game for data enrichment | 2-3 min | "That was easy" |
| Focus Stacks | Optional deep dives by category | Your call | "Extra credit" |
The Stack turns relationship management from an overwhelming chore into a simple daily practice. Three people. Five cards. Done.
Still stuck? Email us and we'll help you out.