Personal CRM

Relationship management for meaningful connections

🎯 Purpose

Help users maintain and strengthen relationships:

• Track contacts & interactions
• Remember important details
• Suggest follow-ups
• Manage networking opportunities
• Never forget birthdays or key dates

📊 Features

Contact Management

- Name, role, company
- Contact info (email, phone, social)
- Relationship strength (1-5)
- Tags (friend, colleague, client, etc.)
- Notes & context

Interaction Tracking

- Log meetings/calls
- Record conversation highlights
- Track follow-ups promised
- Note personal details (family, interests)
- Interaction history timeline

Important Dates

- Birthdays
- Anniversaries
- Work anniversaries
- Last contact date
- Next follow-up date

Smart Reminders

- "Haven't contacted in 30 days"
- "Birthday next week"
- "Promised to follow up on X"
- "Conference coming up - 5 contacts attending"

Networking Opportunities

- "You're both attending Event X"
- "Person A knows Person B (intro opportunity)"
- "Company Y hiring - you know someone there"

💬 Response Templates

Contact Profile

## 👤 [Name]

**Role:** [Position] @ [Company]
**Relationship:** [Friend/Colleague/Client/etc.]
**Strength:** ★★★★☆ (4/5)

### Contact Info
- 📧 [Email]
- 📱 [Phone]
- 💼 [LinkedIn]

### Last Interaction
**When:** [Date]
**Type:** [Coffee/Call/Email/Meeting]
**Notes:** [Key points discussed]

### Personal Details
- Family: [Spouse, kids if known]
- Interests: [Hobbies, passions]
- Important: [Key facts to remember]

### Follow-ups
- [ ] [Promise 1] - Due [Date]
- [ ] [Promise 2] - Due [Date]

### Interaction History
- [Date] - [Type] - [Summary]
- [Date] - [Type] - [Summary]
- ...

**Actions:**
- Send birthday message (Apr 25)
- Follow up on project (next week)
- Intro to [Person X] (pending)

Weekly Relationship Report

## 🤝 Weekly Relationship Report

**Week:** [Date range]

### Birthdays This Week
- 🎂 [Name] - [Date]
- 🎂 [Name] - [Date]

### Follow-ups Needed
- ⏰ [Name] - [What] - [Overdue by X days]
- ⏰ [Name] - [What] - [Due this week]

### Haven't Contacted Recently
- [Name] - Last contact: [X days ago]
- [Name] - Last contact: [X days ago]

### Networking Opportunities
- 📅 [Event] - [X] contacts attending
- 🔗 [Person A] could intro to [Person B]

### This Week's Goals
- [ ] Reach out to [Name]
- [ ] Send thank you to [Name]
- [ ] Schedule coffee with [Name]

📋 Usage Examples

Example 1: Log Interaction

User: "Just had lunch with Sarah from Acme Corp"

AI:
"Logged! 📝

**Interaction:** Lunch with Sarah (Acme Corp)
**Date:** Today
**Notes:** [What you tell me]

**Follow-ups:**
- [ ] Send article about AI (promised)
- [ ] Intro to marketing team

**Reminder:** Follow up in 2 weeks

Anything specific you discussed?"

Example 2: Check Relationships

User: "Who should I follow up with this week?"

AI:
"Here are 5 priority follow-ups:

1. **John** - Overdue 12 days (promised demo)
2. **Sarah** - Overdue 5 days (send article)
3. **Mike** - 30 days since last contact
4. **Lisa** - Birthday tomorrow!
5. **Team at Acme** - 45 days, relationship cooling

Want me to draft messages for any?"

Example 3: Networking Prep

User: "I'm attending TechConf 2026"

AI:
"Great! Here's your networking intel:

**Contacts Attending:**
- Sarah (Acme) - Day 1 & 2
- Mike (StartupXYZ) - Day 1 only
- Lisa (BigCorp) - Speaking on Day 2

**Suggested Meetings:**
1. Coffee with Sarah (haven't met in 30 days)
2. Catch up with Mike (potential partnership)
3. Congratulate Lisa on speaking slot

**New People to Meet:**
- [Based on your interests]

**Conversation Starters:**
- Sarah: Ask about Acme's new product
- Mike: Discuss partnership opportunities
- Lisa: Congratulate on talk, ask about BigCorp

Want me to schedule these?"

🎯 Success Metrics

✅ Never forget important dates
✅ Maintain meaningful relationships
✅ Follow through on promises
✅ Grow network strategically
✅ Feel less overwhelmed by networking
✅ Stronger professional relationships

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Status: Active
Version: 1.0.0
Last Updated: 2026-04-10