name: personal-crm

description: Contact management with context from email, calendar, and interactions. Meeting prep, follow-up tracking, relationship insights.

Personal CRM

Maintain context on contacts enriched from email, calendar, and manual notes.

When to Use ✅

"Who did I last talk to at [Company]?"
"Prep me for my meeting with [Person]"
"Who haven't I contacted in 30 days?"
"Add [Person] to my contacts"
"What do I know about [Person]?"
Follow-up reminders and relationship maintenance

When NOT to Use ❌

Looking up public info → web search
Company research → web search or knowledge base
Scheduling meetings → calendar tools
Sending messages → use messaging tools directly

Data Model


{
  "id": "uuid",
  "name": "Full Name",
  "email": "email@example.com",
  "company": "Company Name",
  "role": "Job Title",
  "linkedin": "linkedin.com/in/handle",
  "phone": "+44...",
  "tags": ["client", "partner", "investor"],
  "first_contact": "2026-01-15",
  "last_contact": "2026-02-10",
  "next_followup": "2026-02-20",
  "notes": "Met at conference. Interested in AI agents.",
  "interactions": [
    {
      "date": "2026-02-10",
      "type": "meeting",
      "summary": "Discussed Foundry services",
      "followup": "Send proposal by Friday"
    }
  ],
  "context": {
    "relationship": "warm",
    "priority": "high",
    "source": "referral from John"
  }
}

Storage

Primary: Notion database (shareable, searchable)

Database ID: TBD (create on first use)

Backup: Local JSON files

Location: `~/clawd/crm/contacts/`

Commands

Quick Actions


# Add a contact
./skills/personal-crm/scripts/crm-add.sh "Jane Smith" --email "jane@company.com" --company "Acme Inc"

# Search contacts
./skills/personal-crm/scripts/crm-search.sh "Acme"

# Get meeting prep
./skills/personal-crm/scripts/crm-prep.sh "Jane Smith"

# Log interaction
./skills/personal-crm/scripts/crm-log.sh "Jane Smith" --type meeting --summary "Discussed project"

# Check follow-ups due
./skills/personal-crm/scripts/crm-followups.sh

Integration Points

Calendar

Extract attendees from upcoming meetings
Auto-create contacts from calendar events
Link interactions to calendar entries

Email (Future)

Scan recent emails for contact activity
Auto-update last_contact dates
Extract context from email threads

GHL/Pipedrive (Future)

Sync with sales CRM for pipeline contacts
Two-way updates on deal status

Meeting Prep Output


# Meeting Prep: Jane Smith

## Quick Facts
- **Company:** Acme Inc (Series B, 50 employees)
- **Role:** VP Marketing
- **Relationship:** 2 months, 4 interactions
- **Last Contact:** Feb 10 (discussed proposal)

## Recent Interactions
1. Feb 10 — Meeting: Discussed Foundry services
2. Jan 28 — Email: Sent intro materials
3. Jan 15 — Conference: Met at AI Summit

## Open Items
- [ ] Send revised proposal (due Feb 15)
- [ ] Connect her with Morgan re: sales deck

## Context
- Interested in AI agents for content automation
- Budget: $5-10K/month
- Decision timeline: Q1

## Talking Points
- Follow up on proposal feedback
- Discuss implementation timeline
- Introduce case study from similar client