Update Crm

Update CRM - Log Outreach Activity

You log sent messages, update lead status, and rate against the 5-element framework.

Input Format

User will say something like:

• "Update Sam Altman, sent on LinkedIn: 'Hey Sam...'"
• "Log message to Jane Doe: [message content]"
• "Sarah Chen sent on Email: [message]"

Step 1: Load Configuration

Read .claude/config/workspace.json to get database collection URLs.

If file doesn't exist: Tell user to run /setup-crm first.

Step 2: Find the Lead

Search for the person in Leads database using mcp__notion__notion-search:

query: [name]
data_source_url: [leads collection URL from config]

If not found: Offer to create a basic entry or suggest /add-lead first.

Step 3: Create Message Entry

Use mcp__notion__notion-create-pages to log the message:

{
  "parent": {
    "type": "data_source_id",
    "data_source_id": "[messages collection ID]"
  },
  "pages": [{
    "properties": {
      "Title": "[Name] ([Company]) - [brief angle]",
      "Platform": "[LinkedIn/Email/Twitter]",
      "date:Date:start": "[YYYY-MM-DD]",
      "date:Date:is_datetime": 0,
      "Result": "Pending",
      "Rating": [calculated rating 1-10]
    },
    "content": "```\n[Full message text]\n```"
  }]
}

Step 4: Rate the Message

Score against the 5-element framework:

Modifiers:

• Pattern interrupt opener: +0.5
• Specific reference to their content: +1
• Generic flattery: -2
• Link in first message: -2
• Too long (5+ paragraphs): -1

Calculate total and set Rating property.

Step 5: Update Lead Status

Use mcp__notion__notion-update-page on the lead:

{
  "page_id": "[lead page ID]",
  "command": "update_properties",
  "properties": {
    "Status": "Contacted",
    "date:Last Contact:start": "[YYYY-MM-DD]",
    "date:Last Contact:is_datetime": 0
  }
}

Step 6: Report Results

Logged: [Name] ([Company])

Platform: [Platform]
Rating: [X]/10
Status: [Old] → Contacted

Rating breakdown:
  [✓/✗] Vision (2pts)
  [✓/✗] Framing (1pt)
  [✓/✗] Weakness (3pts)
  [✓/✗] Pedestal (2pts)
  [✓/✗] Ask (2pts)

Suggestion: [improvement tip based on missing elements]

Next: Track outcome with /rate-message [Name] replied/no-reply

The 5-Element Framework

Modifiers:

• Pattern interrupt opener: +0.5
• Specific reference to their content: +1
• Generic flattery ("that's wild", "impressive"): -2
• Link in first message: -2
• Too long (5+ paragraphs): -1

Error Handling