| name | evergreen-relationship-health |
| description | Scores and surfaces relationship health across your Evergreen CRM contacts — identifies thriving relationships, ones at risk, and dormant connections needing attention. Use when you want a high-level view of your network health or need to prioritize relationship investment. |
Relationship Health Check
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- Monthly network review: "How healthy is my network?"
- When deciding where to invest relationship energy
- Before planning outreach for the week
- When feeling like you're losing touch with your network
How It Works
- Pull all contacts and recent interactions with
search_contacts
- For high-value contacts, get full details with
get_contact and interactions.list
- Analyze the global network with
get_global_network for relationship patterns
- Score each relationship on recency, frequency, and depth
- Categorize into health tiers and surface actionable insights
Health Scoring
| Factor | Signal | Weight |
|---|
| Recency | Days since last interaction | High |
| Frequency | Interactions per month over last 6 months | Medium |
| Depth | Mix of interaction types (not just email) | Medium |
| Reciprocity | Balance of inbound vs outbound | Low |
| Momentum | Increasing or decreasing frequency | Medium |
Health Tiers
| Tier | Criteria | Action |
|---|
| Thriving | Interacted in last 14 days, regular cadence | Maintain current pace |
| Healthy | Interacted in last 30 days, steady cadence | No action needed |
| Cooling | 30-60 days since last interaction | Consider a check-in |
| At Risk | 60-90 days, declining frequency | Prioritize outreach this week |
| Dormant | 90+ days since last interaction | Re-engagement needed |
Example Output
## Network Health Report — April 2026
### Summary
- **Total active contacts:** 127
- **Thriving:** 12 (9%)
- **Healthy:** 34 (27%)
- **Cooling:** 28 (22%)
- **At Risk:** 18 (14%)
- **Dormant:** 35 (28%)
### Needs Attention (Top 5 At-Risk)
1. **Marcus Webb** (Founder, DataFlow) — 62 days since last contact.
Was very active (4 interactions in Q1). Partnership proposal pending.
2. **Lisa Park** (VP Product, Meridian) — 58 days. Procurement
discussion stalled. You owe security questionnaire.
3. **David Kim** (DataTech) — 55 days. Key introducer in your network
(introduced 4 contacts). Worth maintaining.
4. **Rachel Torres** (Angel investor) — 71 days. Offered to help with
hiring, never followed up.
5. **Tom Bradley** (Advisor) — 68 days. Quarterly coffee overdue.
### Network Insights
- Your most active cluster: Atlanta AI community (23 contacts, avg 18 days between interactions)
- Weakest cluster: College network (15 contacts, avg 140 days between interactions)
- Top introducer going dormant: David Kim — maintain this relationship
- You have 8 contacts with pending actions older than 2 weeks
Checklist
Relationship Health:
- [ ] All contacts scored on recency, frequency, depth
- [ ] Health tiers assigned
- [ ] At-risk relationships prioritized by value
- [ ] Specific action suggested for each at-risk contact
- [ ] Network-level insights provided (clusters, trends)
- [ ] Pending stale actions flagged
Learn More
