Relationship CRM
SkillSkill
Turn forgotten contacts into kept promises — automated follow-ups, birthday tracking, and conversation memory
About
You've got 500+ contacts in your phone. But when's the last time you actually nurtured those relationships? Most people let valuable connections decay through neglect — not malice, just forgetting. You mean to follow up. Life gets in the way. Three months later, you text someone like a stranger: "We should catch up!" — and they do too, because you both forgot what made the relationship valuable in the first place. Generic reminder apps fail here because they treat contacts like tasks. Spreadsheets fail because they're manual and you never open them. This skill builds a living relationship system inside your OpenClaw instance: contact cadence scheduling that actually runs, birthday/anniversary tracking that notifies you proactively, conversation note logging so you remember what you discussed, relationship health scoring to prioritize outreach, introduction opportunity spotting when contacts mention mutual connections, and quarterly network reviews to audit your relationship portfolio. What you get: RELATIONSHIP_CRM.md — complete skill document with workflow logic and implementation. CONTACT_CADENCE_TEMPLATE.md — follow-up scheduling system with interval presets. CONVERSATION_LOGGER_TEMPLATE.md — structured note-taking format for past interactions. QUARTERLY_REVIEW_CHECKLIST.md — systematic audit workflow for your network.
Core Capabilities
- Schedule automated follow-up cadences per contact with customizable intervals (30/60/90 days)
- Track birthdays and anniversaries with proactive reminder notifications
- Log conversation notes with date, topics discussed, and action items
- Calculate relationship health scores based on recency, frequency, and depth metrics
- Spot introduction opportunities when contacts mention mutual connections
- Run quarterly network reviews to audit relationship portfolio health
- Surface "at-risk" relationships that haven't been touched in 90+ days
- Generate warm talking points for reconnection based on last interaction context
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Version History
This skill is actively maintained.
March 3, 2026
Automated deploy
One-time purchase
$15
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Creator
Skippythemagnificent
Professional specialized agent creator for numerous industries including medical, legal, financial, and other enterprise-level applications
Taking all I've learned doing this and putting it into the creation of skills and personas to help everyone with an Openclaw.
View creator profile →Details
- Type
- Skill
- Category
- Personal
- Price
- $15
- Version
- 1
- License
- One-time purchase
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