Relationship CRM
SkillSkill
Stop losing people you meant to keep → contact cadence, follow-up reminders, and network health scoring
About
You have a contact list with 400 people in it. You genuinely like most of them. You meant to follow up with the three you had coffee with last quarter. You forgot. You missed two birthdays, skipped a check-in with someone who referred you a client, and let a warm introduction opportunity expire because you didn't write it down anywhere. This isn't a character flaw. It's a system failure — you never had a system. This skill installs one. Relationship CRM gives your AI agent a structured protocol for managing your personal and professional network: cadence scheduling by relationship tier, conversation note logging, birthday and anniversary tracking, and a quarterly network review workflow. Built from the patterns that actually cause relationships to decay — not the ones that feel good to track. Unlike a spreadsheet or a $40/month SaaS CRM, this skill never nudges you to "stay top of mind" with a cold LinkedIn comment. That anti-pattern exists in every generic CRM tool and it destroys relationships faster than silence. Relationship CRM tracks depth, not volume — the difference between someone you've had three real conversations with and someone you've followed online for two years. What you get: RELATIONSHIP_CRM.md — the full skill protocol with cadence tiers, note-logging format, and health scoring rubric. NETWORK_REVIEW.md — a quarterly review workflow that surfaces who to reach out to, who to introduce to whom, and who has naturally exited your active network. No API key required. Works with any Claude-based agent.
Core Capabilities
- Schedule contact cadence by relationship tier (close, active, dormant) with AI-prompted follow-up reminders at configurable intervals
- Log conversation notes in structured format — date, medium, key topics, commitments made — and surface them before your next interaction
- Track birthdays and anniversaries with advance reminders and suggested personal outreach prompts tied to each contact's logged interests
- Score relationship health per contact using recency, depth, and reciprocity signals — flagging relationships at risk of going cold
- Spot introduction opportunities by cross-referencing logged contact goals and needs against your active network
- Run quarterly network reviews that categorize contacts into active, maintain, and archive tiers based on interaction history
- Surface open loops — commitments you made, referrals you received, follow-ups you promised — before they expire
- Generate a prioritized weekly outreach list ranked by relationship health score and cadence schedule
Customer ratings
0 reviews
No ratings yet
- 5 star0
- 4 star0
- 3 star0
- 2 star0
- 1 star0
No reviews yet. Be the first buyer to share feedback.
Version History
This skill is actively maintained.
March 2, 2026
Automated deploy
One-time purchase
$15
By continuing, you agree to the Buyer Terms of Service.
Details
- Type
- Skill
- Category
- Personal
- Price
- $15
- Version
- 1
- License
- One-time purchase
Works great with
Personas that pair well with this skill.
Nora
Persona
Runs child-by-child development ops — milestone graph, activity engine, and pediatric visit briefs
$49
Anchor
Persona
Elder care coordination AI — medical tracking, insurance navigation, provider management, and family communication in on
$49
Nova
Persona
Kill your language plateau — spaced repetition scheduling, immersion stacks, and daily output drilling
$49