grandamenium CRM Management Skill
The local CRM is the default source of truth unless setup configures an external CRM.
Files
| File | Purpose |
|---|---|
crm/contacts.json |
People and company records |
crm/interactions.jsonl |
Append-only interaction log |
crm/followups.jsonl |
Open loops and next actions |
crm/relationship-health.json |
Review cadence, last touch, priority, and stale flags |
crm/query.py |
Local CRM keyword search |
crm/upsert-contact.py |
Create or update contact records |
crm/add-interaction.py |
Append interaction records safely |
crm/add-followup.py |
Append follow-up records safely |
Contact Schema
{
"id": "stable-slug",
"type": "person|company",
"name": "Full name or company",
"category": "vip|family|friend|client|prospect|partner|investor|vendor|community|other",
"priority": "critical|high|normal|low",
"relationship_strength": 1,
"tags": [],
"aliases": [],
"emails": [],
"phones": [],
"handles": {},
"company": null,
"role": null,
"location": null,
"context": "How the user knows them",
"preferences": {},
"important_dates": [],
"last_meaningful_contact": null,
"followup_cadence_days": null,
"notes": "",
"source_refs": []
}
Interaction Schema
{
"ts": "ISO timestamp",
"contact_id": "stable-slug",
"type": "email|meeting|call|message|social|manual|task",
"summary": "What happened",
"sentiment": "positive|neutral|negative|unknown",
"commitments": [],
"followups_created": [],
"source_ref": "file, thread, event, transcript, or manual note"
}
Core Rules
- Update CRM when a meaningful relationship fact appears.
- Do not add low-signal bulk contacts unless the user configured that category.
- Never auto-delete relationship history.
- Use stable IDs and append interactions instead of overwriting history.
- If external CRM sync is configured, local files remain the audit trail unless setup says otherwise.
Common Operations
Search
python3 crm/query.py "<name|email|company|tag>"
Add Interaction
Use:
python3 crm/add-interaction.py \
--contact-id "<id>" \
--type email \
--summary "What happened" \
--source-ref "<thread/event/file>"
Then update last_meaningful_contact if appropriate.
Add or Update Contact
Use:
python3 crm/upsert-contact.py \
--name "Person Name" \
--category client \
--priority high \
--tag vip \
--context "How the user knows them"
Create Follow-Up
Use:
python3 crm/add-followup.py \
--contact-id "<id>" \
--due-date "YYYY-MM-DD" \
--priority high \
--reason "why this matters" \
--suggested-action "what to do"
Relationship Health
Flag as stale when:
- VIP/critical contact has no meaningful touch inside configured cadence.
- A commitment has no owner/due date.
- An important thread is waiting on the user.
- A meeting ended without follow-up.