| name | evergreen-life-event-tracker |
| description | Tracks and acts on life events and milestones for Evergreen CRM contacts — birthdays, work anniversaries, job changes, promotions, and personal milestones. Use when you want to stay on top of important dates and send timely, thoughtful messages. |
Life Event & Milestone Tracker
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- Setting up recurring reminders for important dates
- When you learn about a contact's milestone (job change, promotion, funding round)
- Planning proactive outreach around life events
- Weekly check: "Any milestones coming up for my contacts?"
How It Works
- Search contacts for known milestones with
search_contacts and get_contact
- Review notes for date-related context (birthdays, anniversaries mentioned)
- Create reminder actions with
create_action for upcoming events
- Draft congratulatory or celebratory messages
- Log the outreach as an interaction with
log_interaction
- Update the contact's
notes with update_contact when you learn new milestones
Milestone Types
| Milestone | How to Learn | Action |
|---|
| Birthday | Contact mentions it, LinkedIn | Annual reminder action |
| Work anniversary | LinkedIn notifications, notes | Congratulatory message |
| Job change | LinkedIn, news, email signature | Update record + congratulate |
| Promotion | LinkedIn, direct conversation | Congratulatory message |
| Company milestone | News, funding announcements | Acknowledge + discuss |
| Personal milestone | Direct conversation, social media | Thoughtful note |
| Speaking engagement | Conference listings, social media | Attend or congratulate |
Recording Milestones
When you learn about a milestone, record it in notes with a consistent format:
update_contact({ contactId: sarah_id, notes: "## Milestones\n- Birthday: March 15\n- Started at Meridian: Jan 2024\n- DataFlow Series A: Oct 2025" })
Create recurring actions for annual events:
create_action({
contactId: sarah_id,
title: "Birthday — send a note to Sarah Chen",
dueDate: "2027-03-15",
priority: "medium"
})
Message Templates by Milestone
Job change:
Saw you made the move to [Company] — congrats! [Role] sounds like
a great fit given your background in [area]. How are the first
few weeks going?
Promotion:
Just saw the news about your promotion to [Title] — well deserved!
I remember when you were telling me about [project]. Clearly
making an impact. Coffee to celebrate?
Funding round:
Congrats on the [round] — huge milestone for [Company]! I remember
when you were [earlier stage context]. Exciting to see the momentum.
Work anniversary:
[X] years at [Company] already! Time flies. Hope you're still
enjoying the [thing they mentioned liking about the role].
Checklist
Life Events:
- [ ] Known milestones recorded in contact notes
- [ ] Reminder actions created for recurring dates
- [ ] Messages personalized with real context (not generic)
- [ ] Interaction logged after sending
- [ ] Contact record updated if milestone changes their profile (new title, new company)
Learn More
