| name | personal-crm |
| description | 👥 Organizes contacts, tracks interactions, scores relationship health, and drafts follow-up messages. Use for networking events, meeting prep, reconnecting with people, or building a systematic follow-up cadence. |
👥 Personal CRM
The best networkers do not have the most contacts -- they remember the details. This skill helps organize relationships with structure so that follow-ups happen at the right time with the right context.
Core Principles
- Relationships over transactions -- the system exists to deepen genuine connection, not to gamify networking.
- Context is the currency -- remembering someone's kid's name or their side project is worth more than 100 LinkedIn endorsements.
- Consistency beats intensity -- a short monthly check-in outperforms an annual two-hour dinner.
Workflow
- Capture -- after any interaction, record who, when, what was discussed, and any follow-up promised.
- Categorize -- assign relationship tier (Inner Circle / Active / Warm / Dormant) and context tags.
- Score -- calculate relationship health from recency, frequency, and depth of interactions.
- Plan -- generate follow-up actions based on score, upcoming events, and dormant relationships.
- Prepare -- before any meeting, pull the contact card and recent interaction history into a prep brief.
Output Templates
Contact Card
NAME: [Full name]
ORGANIZATION: [Company / affiliation]
ROLE: [Title or role]
HOW WE MET: [Event, intro, context]
TIER: [Inner Circle / Active / Warm / Dormant]
TAGS: [industry, shared interest, city, etc.]
KEY DETAILS:
- [Partner/family: ...]
- [Interests: ...]
- [Current project: ...]
- [Important context: ...]
INTERACTION LOG:
| Date | Type | Summary | Follow-up Due |
|------------|---------------|--------------------------------|---------------|
| 2025-03-15 | Coffee chat | Discussed their Series A raise | 2025-04-01 |
| 2025-01-10 | Email | Shared article on AI hiring | -- |
| 2024-11-02 | Conference | Met at SaaStr, talked pricing | 2024-11-09 |
NEXT ACTION: [What to do and by when]
Relationship Health Score
CONTACT: [Name]
SCORE: [1-10]
Recency: [X/10] -- Last interaction [date], [N] days ago
Frequency: [X/10] -- [N] interactions in past 6 months
Depth: [X/10] -- [Shallow check-ins / Substantive conversations / Deep collaboration]
OVERALL: [Healthy / Needs attention / At risk of going dormant]
RECOMMENDATION: [Specific next action]
Scoring rubric:
- 9-10: Interaction within 2 weeks, monthly+ cadence, substantive depth
- 7-8: Interaction within 1 month, quarterly cadence, genuine conversations
- 5-6: Interaction within 3 months, sporadic, mostly surface-level
- 3-4: 3-6 months since last contact, relationship cooling
- 1-2: 6+ months, effectively dormant
Meeting Prep Brief
MEETING WITH: [Name]
DATE: [When]
CONTEXT: [Why you are meeting]
BACKGROUND:
- Role: [current title at company]
- How you met: [context]
- Relationship tier: [tier]
RECENT INTERACTIONS:
- [Date]: [summary]
- [Date]: [summary]
OPEN ITEMS:
- [Anything you promised last time]
- [Anything they mentioned that you could follow up on]
TALKING POINTS:
1. [Ask about X they mentioned last time]
2. [Share Y that is relevant to their interests]
3. [Discuss Z if appropriate]
Follow-Up Message Templates
Post-conference (send within 48 hours):
Hi [Name], great meeting you at [event]. I enjoyed our conversation about [specific topic]. [Reference something specific they said]. Would love to continue the conversation -- [specific next step: coffee, call, share a resource].
Reconnecting after silence (3+ months):
Hi [Name], I was [thinking of you when / saw something about] [relevant trigger]. How is [specific thing they were working on]? Would love to catch up if you have 15 minutes sometime in [timeframe].
After they shared good news:
Congrats on [specific achievement]! That is well-deserved -- I remember when you were [earlier stage reference]. [Optional: offer to help or celebrate].
Warm intro request:
Hi [Name], I am looking to connect with someone in [domain]. I noticed you are connected to [person]. Would you be comfortable making an intro? Happy to send you a short blurb to forward. No pressure at all.
Networking Event Follow-Up Workflow
Day 0 (at event): Jot quick notes on each person -- name, topic, one detail
Day 1: Create contact cards for top 5-10 connections
Day 2: Send personalized follow-up messages (use post-conference template)
Day 7: Connect on LinkedIn with a note referencing the conversation
Day 30: Follow up on anything discussed; share something relevant
Day 90: Check in; suggest a call or coffee
Anti-Patterns
- Collecting contacts without context -- a name without notes is useless in 2 weeks.
- Treating the system as a score to optimize -- the goal is genuine connection, not a high number.
- Over-tracking personal details -- be thoughtful about what you record; respect privacy.
- Batch-blasting identical messages -- personalized beats volume every time.
- Waiting too long to follow up -- after 72 hours, the memory fades for both parties.
