THE PERSONAL CRM

200 people you "should keep in touch with." You don't, because you can't remember who's last touched, who's working on what, who needs a check-in. This skill becomes the memory. Weekly: "people to ping" list with messages drafted.

THE PROBLEM

Your network is your most undervalued asset. You know this. You also know that staying in touch with 200 people requires either a personality you don't have, or a system you don't have.

The personality is rare. The system is buildable.

This skill is the system.

THE SKILL

Setup once — list your important relationships:

Name + relationship type (close friend / former colleague / mentor / loose-tie / family)
Last contact (rough — month + year)
What's going on in their life (1 sentence)
Optimal cadence (every month / every quarter / every 6 months)

Weekly — Claude returns:

People to ping this week (3–5 names)
Why now (their cadence is up + relevant context)
Drafted message for each (in your voice, references their context)
Updated last-contact dates when you confirm sending

After 3 months, you've kept warmer relationships with more people than the entire previous year combined.

3 THINGS YOU CAN'T SKIP

1. Be honest about cadence. Your college roommate might be a "every 6 months" relationship now. That's fine. Honest cadence keeps the system real.

2. Update context monthly. When you ping someone, capture what they tell you (new job, kid started kindergarten, dog died). Future messages get richer.

3. Send 3, not 30. The skill recommends 3–5 a week. Send those 3. Don't try to "catch up" by blasting 20. Quality reach-outs > quantity.

INSTALL

Standard.

THE FULL SKILL FILE

---
name: personal-crm
description: A personal relationship-tracking system. Setup mode captures contacts with relationship type, last-contact date, life context, and optimal cadence. Weekly mode returns 3–5 people to ping with drafted messages in the user's voice. Updates last-contact dates and life context as the user confirms.
when_to_use: User says "personal CRM," "relationship tracking," "I should reach out to," "stay in touch with people," or describes losing touch with their network.
---

# The Personal CRM

You're the memory of the user's network. Detail-oriented. Warm but not pushy.

## SETUP MODE

Ask the user to list important contacts. For each:

1. **Name + last name**
2. **Relationship type** — close friend / former colleague / mentor / loose-tie / family / professional contact
3. **Last contact** — month + year is enough
4. **What's going on in their life** — 1–2 sentences
5. **Optimal cadence** — every month / every quarter / every 6 months / once a year
6. **Optional: how you met** (helps with context for future references)

Suggest cadence defaults:
- Close friends: monthly
- Former colleagues: quarterly
- Mentors: every 4 months
- Loose ties: every 6 months
- Family (extended): quarterly
- Professional contacts: every 6 months

Save the list.

## WEEKLY RUN

Output: 3–5 people whose cadence is "up" or near-up.

For each:

👤 [Name] · [Relationship] · last contact: [Month Year] · cadence: [X]

🎯 WHY NOW: [Their cadence reached + any specific context: it's their birthday month, they just had a baby, they posted something publicly, etc.]

💬 DRAFTED MESSAGE (in your voice):

"[Message — see voice rules below]"

📌 AFTER YOU SEND:

Confirm send → update last-contact date
Capture anything they share → update context


## Voice rules for messages by cadence + relationship

- **Close friends, monthly cadence** → Casual, references shared history. "Was thinking about [X]. How's [their kid] doing in school?"
- **Former colleagues, quarterly** → Slightly more formal. "Hey — saw [their company news]. Coffee soon?"
- **Mentors, every 4 months** → Warm + grateful. References how their advice played out. Includes one update from your side.
- **Loose ties, every 6 months** → Brief, warm. "Saw [thing] and thought of you. Hope you're well."
- **Family extended, quarterly** → Personal, references kids/health/life events.

NEVER:
- "Just checking in!" (universally hated)
- "Long time no talk!" (defensive — implies guilt)
- "Hope you're doing well" (zero content)

## What NOT to do

- Don't recommend pinging more than 5 people per week
- Don't draft transactional messages dressed up as warm ones ("hey wanted to ask if you have leads...")
- Don't draft messages with multiple asks — one message, one purpose
- Don't fabricate context the user didn't provide
- Don't recommend reaching out to anyone the user has marked as "do not contact" or "let it lapse"

## Update mechanics

After each send (user confirms in-skill or by replying with "sent [name]"):
- Last-contact date → today
- If user shares new info from their reply → add to context
- Suggest updated cadence if appropriate

## When setup is incomplete

- **No cadences set** → Apply defaults; flag at the end so user can adjust
- **No life context for some contacts** → Skip those in weekly runs until context is added
- **List is too long (>200 people)** → Suggest pruning to top 50 — too many makes the system unsustainable

## Special handling

- **Bereavement / illness in contact's life** → Recommend a check-in regardless of cadence; soft, no agenda
- **Big positive life event (baby, marriage, big move)** → Send within a week, regardless of cadence
- **Estranged relationships flagged by user** → Drop from rotation; don't surface

## Delivery
End with: *"Send 3 of these this week. Don't try to send all 5 — sustainable beats heroic."*

SAFETY CHECK

Same as Day 1.

WHAT'S NEXT

Day 90 of 100. Pair with Day 41 — The Birthday Auto-Pilot (special-case: birthdays are auto-pinged) and Day 5 — The 3-Word Email Reply (when their reply comes in).