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Identifies dormant contacts in Evergreen CRM and drafts natural re-engagement messages. Use when you want to reconnect with people you haven't spoken to in months, revive stale relationships, or systematically re-engage your extended network.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Parses recent Gmail activity and logs interaction summaries to Evergreen CRM contacts — without storing full email bodies. Use when you want to sync email activity to your CRM, update interaction history, or keep Evergreen current with your communications. Requires Gmail connected in Claude.
Parses unstructured text (email signatures, business cards, LinkedIn profiles, meeting notes) into structured Evergreen CRM contacts. Use when adding new contacts from raw text, importing contacts from emails or messages, or batch-creating contacts from event notes.
Researches and enriches Evergreen CRM contacts with publicly available information — LinkedIn details, company info, recent news, and shared context. Use when a contact has sparse details, before an important meeting, or when batch-updating stale records.
Generates a narrative summary of everything known about a contact in Evergreen CRM — how you met, what you've discussed, mutual connections, and pending threads. Use when you need to quickly refresh your memory before reaching out, replying, or meeting someone.
Drafts personalized follow-up emails and messages based on Evergreen CRM contact history, past interactions, and pending actions. Use when you need to write a follow-up email, thank-you note, check-in message, or any outreach to an existing contact.
Batch-processes contacts from a conference, dinner, or networking event into Evergreen CRM — creates records, tags them by event, and drafts personalized follow-up messages. Use after any event where you met multiple new people.
| name | re-engaging-evergreen-contacts |
| description | Identifies dormant contacts in Evergreen CRM and drafts natural re-engagement messages. Use when you want to reconnect with people you haven't spoken to in months, revive stale relationships, or systematically re-engage your extended network. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
search_contacts using touched:>90d or touched:>180dget_contact and interactions.listget_contact_network for warm re-entry pointsactions.create to track the outreach| Hook Type | Example | When to Use |
|---|---|---|
| News-based | "Saw Acme just raised their Series B — congrats!" | Company milestone or funding |
| Shared memory | "Been thinking about that project we discussed at..." | Genuine shared experience |
| Value-first | "Found this article that reminded me of your work on..." | Offering something relevant |
| Life event | "Happy work anniversary! 3 years at Meridian already?" | LinkedIn milestones |
| Mutual connection | "Just had coffee with Alex — your name came up" | Recent interaction with shared contact |
| Seasonal | "Hope Q1 went well — how's the new product coming?" | Natural transition points |
Dormant contact:
Contact: Marcus Webb (Founder, DataFlow)
Last interaction: Oct 15 (meeting) — "Discussed potential data partnership"
Tags: founder, data, atlanta
Notes: "Building real-time analytics platform. Previously at Google."
Dormant: 173 days
Drafted message:
Hey Marcus,
It's been a while — hope things are going well at DataFlow. I remember
you were heads-down on the real-time analytics engine when we last
caught up.
I've been working on some CRM integrations that touch on similar data
pipeline challenges and it made me think of your approach. Would love
to hear how things have evolved.
Coffee sometime in the next couple weeks?
Post-draft:
actions.create(contact_id, {
title: "Follow up if Marcus doesn't reply by Apr 19",
due_date: "2026-04-19",
priority: "low"
})
| Principle | Why |
|---|---|
| Low pressure | Don't make them feel guilty for not being in touch |
| Genuine hook | Reference something real, not "just checking in" |
| Short | 3-5 sentences max for a re-engagement |
| Easy reply | Ask one simple question, not a laundry list |
| No ask on first touch | Reconnect first, then work up to asks over time |
Re-Engagement:
- [ ] Dormant contacts identified by interaction recency
- [ ] Prioritized by relationship value and re-engagement potential
- [ ] Natural hook found for each message (not generic)
- [ ] Message is brief and low-pressure
- [ ] Follow-up action created to track response