Personal CRM

---
name: Personal CRM
description: 'A shape for the people in your professional life. Who they are, how
  you met, what you last talked about, what to ask next time. Claude and ChatGPT draft
  messages that sound like they know the person, because they do.

  '
tags:
- person
- company
- conversation
- follow-up
- intro
containers:
- name: Personal CRM
  description: The people you stay in touch with on purpose. Real context, not just
    contact details.
  llm_instructions: |
    This is a personal CRM. The goal is to make every outreach feel grounded in real history.
    - Before drafting an email, message, or birthday note to someone, search the People folder first. Cite the last conversation and any open follow-up.
    - Never invent shared history, mutual friends, or past topics. If the answer is not in the People note, ask the user before drafting.
    - When the user mentions a new person or shares an update about an existing contact, suggest saving it back to the right note.
    - Treat the Follow-ups folder as notes, not a task system. Do not pretend they are tracked in a separate tool.
    - Be discreet. Never share notes about one person with a draft going to another person.
  children:
  - name: People
    description: One note per person. Background, how you met, last conversation,
      follow-ups.
    llm_instructions: |
      Use this folder for the core of the CRM.
      - One note per person. Title format: "<First Last>".
      - Use the shipped skeleton: How we met, Background, Current work, Last conversation, Recurring topics, Things to ask next time, Personal context.
      - When drafting outreach, read the matching note and reference at least one specific topic from Last conversation or Recurring topics.
      - Tag every note with "person".
  - name: Companies
    description: One note per company that has more than one contact you track.
    llm_instructions: |
      Use this folder for companies where you know more than one person.
      - One note per company. Inside, list the people you know there and any shared context.
      - Cross-link to the matching People notes.
      - When drafting an outreach to one person, surface what you know about other contacts at the same company.
      - Tag every note with "company".
  - name: Conversations
    description: Notes from real conversations. Coffees, calls, dinners.
    llm_instructions: |
      Use this folder for the raw content of conversations worth remembering.
      - One note per conversation. Title format: "<Person> conversation <YYYY-MM-DD>".
      - Include: Setting, What they shared, What you shared, Topics for next time.
      - Always cross-link back to the matching People note.
      - When the user mentions they had a conversation, suggest saving it here and updating the People note.
  - name: Follow-ups
    description: Promises you made. Intros to send, articles to share, things to ask.
    llm_instructions: |
      Use this folder for the small promises you make in conversation.
      - One follow-up per note. Title format: "<Person>: <Short action>".
      - When asked "what did I promise to send", search here and return open items.
      - These are notes, not a live task system. If the user runs a real task tool, suggest moving the item there and tagging this note "resolved".
      - Tag every note with "follow-up".
  notes:
  - title: 'PLACEHOLDER person: shape of a contact note'
    body: |
      This is a placeholder contact, not a real person. Replace it with your first real contact before relying on the folder for outreach.

      ## How we met
      The event, mutual contact, or context. One or two lines.

      ## Background
      A short paragraph in your own words. Stick to what the person has shared publicly or with you directly.

      ## Current work
      What they are working on now, if they have told you.

      ## Last conversation
      Date and one paragraph on what was discussed.

      ## Recurring topics
      - Two or three topics that keep coming up between you.

      ## Things to ask next time
      - Open questions from the last conversation.

      ## Personal context
      Optional. Keep this light and only include details the person has volunteered themselves. Avoid recording family details unless they have told you directly and you have a reason to remember them.

      Replace this entire placeholder before using the folder for real work.
    tags:
    - person
    container_path: Personal CRM > People
  - title: 'PLACEHOLDER company: shape of a company note'
    body: |
      This is a placeholder company note. Replace it once you know more than one person at a real company.

      ## People we know there
      - Link to the matching contact notes once you have them.

      ## Shared context
      One paragraph on the company's relationship to you. Pilots, past work, shared investors, anything that ties the contacts together.

      ## Open threads
      Anything you are waiting on or watching for.

      Replace this entire placeholder before using the folder for real work.
    tags:
    - company
    container_path: Personal CRM > Companies
  - title: 'PLACEHOLDER conversation: shape of a conversation note'
    body: |
      This is a placeholder conversation note. Replace it with a real one after your next meaningful catch-up.

      ## Setting
      Where, when, format (coffee, call, dinner).

      ## What they shared
      The parts of the conversation worth remembering, in one or two short paragraphs.

      ## What you shared
      What you brought to the table that you would want the AI to remember next time.

      ## Topics for next time
      Two or three open threads.

      Link to the matching contact note once you have one.

      Replace this entire placeholder before using the folder for real work.
    tags:
    - conversation
    container_path: Personal CRM > Conversations
  - title: 'PLACEHOLDER follow-up: shape of a follow-up note'
    body: |
      A follow-up note records one promise: who, what, by when.

      Link to the matching contact and conversation notes once you have them.

      This is a notes folder, not a live task system. If you track tasks elsewhere, mirror the action there.

      Replace this entire placeholder before using the folder for real work.
    tags:
    - follow-up
    container_path: Personal CRM > Follow-ups
  - title: 'PLACEHOLDER intro: shape of an intro note'
    body: |
      An intro note records a connection you want to make between two contacts.

      Capture: who you want to introduce, the reason, and whether you have asked both sides yet. Double opt-in is the polite default.

      Link to the contact notes on both sides once they exist.

      Replace this entire placeholder before using the folder for real work.
    tags:
    - intro
    - follow-up
    container_path: Personal CRM > Follow-ups