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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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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 | 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. |
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
search_contactsget_contact and interactions.listget_global_network for relationship patterns| 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 |
| 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 |
## 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
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