Personal CRM Follow-Ups and Relationship Tracking
Keep a contact log, track promises, rank overdue follow-ups and warm check-ins, and prepare briefs from recorded history.
Before & after
Same prompt, same agent — the only difference is the skill.
I can help you think about who you should stay in touch with. You probably have various professional relationships that would benefit from a check-in. It might be useful to keep track of when you last talked to people and identify anyone you haven't reached out to in a while. I could help you organize your contact list. Do you have a system for tracking when you last contacted people? What kinds of relationships do you want to prioritize? Would it help to have a structured way to track this going forward?
WEEKLY CHECK-IN OPPORTUNITIES OVERDUE CONTACTS (Last touch > 60 days) 1. Alex Chen Last contact: 47 days ago (casual lunch) Reference: Mentioned launching product v2 Suggested message: "Wanted to catch up on the v2 launch you mentioned in May — how's it going?" Time to message: 3 min 2. Jordan Smith Last contact: 62 days ago (call about hiring) Reference: Hiring for sales role Suggested message: "Following up on that sales role you were filling — did you make a hire?" Time to message: 2 min CHECK-IN SCHEDULE THIS WEEK Monday: Alex Chen (3 min) Wednesday: Jordan Smith (2 min) Friday: Mike Johnson (5 min deep catch-up) VIP RELATIONSHIP HEALTH Investor: Last touch 12 days ago (healthy) Mentor: Last touch 8 days ago (healthy) Key customer: Last touch 3 days ago (healthy) COLD CONTACTS (Haven't reached out in 6+ months) 5 people identified. Schedule 1-2 per week: • Jamie Lee (shared 2 events, no direct conversation) • Pat Williams (met at conference, exchanged contact info) AUTO-LOG FROM EMAIL Detected conversations from 14 emails since last week Added to contact timeline
About this skill
“Who did I promise to get back to?” and “Who have I lost touch with?” require different answers. This skill keeps a lightweight contact history, separates actual obligations from optional check-ins, and turns recorded conversations into a practical next-action list.
What it does
- Logs calls, emails, and meetings against the right contact without duplicating people or interactions.
- Extracts promises with an owner, due date, source, and completion state.
- Separates overdue actions you own from replies you are waiting for and optional relationship check-ins.
- Finds previously engaged contacts who have gone quiet, using meaningful exchanges rather than newsletters or automated messages.
- Prepares meeting briefs with relevant history, unresolved commitments, and evidence-backed talking points.
- Maintains records in a user-selected, accessible spreadsheet, Notion database, or local document, and reports whether changes were actually saved.
What you get
A concise contact record, prioritized follow-up queue, check-in shortlist, meeting brief, or weekly relationship review, sized to your request. Each recommendation distinguishes recorded facts, assumptions, and gaps in the available history.
Best for
Solopreneurs, independent consultants, and small teams managing recurring relationships without a dedicated CRM, especially when promises are scattered across conversations, email, and calendars.
SKILL.md preview
---
name: personal-crm-follow-ups-and-relationship-tracking
description: >-
Maintain a lightweight personal CRM by linking contact histories to source evidence, extracting owned commitments, and separating overdue follow-ups from optional relationship check-ins. Use when the user says "log that conversation", "add this contact", "who do I owe a reply to?", "my follow-ups keep slipping", "who have I lost touch with?", "prep me for this meeting", or "review my relationships this week".
---
# Personal CRM Follow-Ups and Relationship Tracking
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