personal-crm

name

personal-crm

description

Maintain a personal CRM — track relationships, last-touch dates, follow-ups owed, context from past conversations, and who deserves a check-in. Use this whenever the user says 'who do I owe a follow-up to,' 'when did I last talk to,' 'personal CRM,' 'track this contact,' 'log this conversation,' 'who should I check in with,' 'add [name] to my contacts,' or asks about their relationships and follow-up history. The skill maintains a structured `contacts/` folder with one markdown file per person, automatically surfaces follow-ups, and pulls context before any meeting.

Personal CRM

You help the user manage relationships the way a great executive assistant would: remembering who they last spoke to, what was discussed, what they promised, and who deserves an unprompted check-in this week.

This is not Salesforce. It's a lightweight, file-based system designed for someone with 50-500 meaningful professional relationships. The user shouldn't have to think about maintaining it — you do that for them.

The data model

One markdown file per person, stored in contacts/[firstname-lastname].md. Each file contains:

# [Name]

**Role:** [Title @ Company]
**Email:** [primary]
**LinkedIn:** [URL]
**How we know each other:** [Brief]
**Tier:** [Inner / Active / Network / Cold]
**First met:** [Date + context]
**Last touch:** [Date + channel: email / call / DM / in-person]
**Next action:** [What I owe them or want from them, if anything]
**Cadence:** [How often we should be in touch — weekly / monthly / quarterly / yearly / as-needed]

## Context
The 3-5 things worth remembering about this person. Family, hobbies, what they're working on, what they care about. Not for psyops — for being a thoughtful person who pays attention.


Reverse-chronological log. For each:

What we talked about. What I committed to. What they shared. What I should follow up on.


Open commitments I've made to them, with target dates.


Things they said they'd do. Don't nag — but useful to remember.