Relationship Review

Review relationship health, stale contacts, follow-up opportunities, and CRM completeness.

grandamenium Updated

File contents

Relationship Review Skill

Run on the configured cadence.

Review Inputs

  • crm/contacts.json
  • crm/interactions.jsonl
  • crm/followups.jsonl
  • calendar meetings
  • recent inbox/message interactions
  • user priorities from USER.md

Process

  1. Identify VIPs and high-priority contacts.
  2. Compute days since last meaningful contact.
  3. Find overdue follow-ups.
  4. Find commitments without owner/due date.
  5. Find relationships with missing context.
  6. Suggest warm follow-ups.
  7. Create drafts/tasks for approved categories.
  8. Write a review note to memory.

Output Format

# Relationship Review

## Needs Attention
- <person>: why, suggested action

## Follow-Ups Due
- <person>: due date, context

## CRM Hygiene
- missing fields / duplicates / stale records

## Suggested Drafts
- <recipient>: one-line purpose

Do not send messages without approval.

grandamenium/cortextos/tree/main/community/agents/agentic-crm-assistant/.claude/skills/relationship-review commit 50e6c8251b

Frequently asked questions

npx skillmds@latest add grandamenium/relationship-review