personal-crmPersonal relationship manager that helps you stay in touch with important people through gentle nudges, birthday reminders, and conversation tracking.
Install via ClawdBot CLI:
clawdbot install matthewpoe/personal-crmKeep meaningful relationships warm through gentle, intelligent nudges.
This skill turns your AI agent into a personal relationship manager. It helps you:
It's a relationship strengthener, not a task manager.
Smart storage: Uses a two-file architecture — NETWORK.md for deep reference (full history, stories, context) and NETWORK-ACTIVE.md for weekly snapshots (current action items, overdue contacts, standing events). This keeps daily briefings fast and efficient even with large networks.
Tell your agent: "Let's set up my network CRM" or "Run me through the network onboarding"
The agent will guide you through naming 10 people you want to stay in touch with, then help you fill in details for each.
clawhub install personal-crmOr manually place the SKILL.md in your workspace's skills/network-crm/ folder.
Two-file system for performance:
Why two files?
Weekly Refresh Routine:
Every Monday (takes ~5 minutes):
Optional Archiving:
If NETWORK.md grows beyond 40k:
| Tier | Frequency | Example |
|------|-----------|---------|
| weekly | Standing events, very close people | Thursday game night, Sunday family call |
| monthly | Every 4 weeks | Close friends, key professional contacts |
| quarterly | Every 12 weeks | Wider network, former colleagues |
| biannual | Every 26 weeks | Loose ties, distant friends |
| as_needed | No regular cadence | Partner, people you see organically |
| Type | Description |
|------|-------------|
| partner | Romantic partner - log interactions but don't nudge outreach |
| close_friend | Inner circle, prioritize these |
| professional | Career network, mentors, colleagues |
| family | Blood and chosen family |
| acquaintance | Friend leads, people worth cultivating |
Two tiers:
Track recurring social commitments:
Forward emails to your agent with "FYI for network CRM" to:
Note: The skill creates two files during setup:
NETWORK.md — Your full relationship map (deep reference)NETWORK-ACTIVE.md — Weekly snapshot (what you need this week)See the Storage Architecture section above for how these work together.
The skill starts with a rapid-fire exercise:
Then the agent circles back to gather details on each person.
"Do you have any standing social events or regular calls? Things like weekly game nights, Sunday calls with family, monthly dinners, trivia nights, book clubs, fitness classes, hobby groups?"
"Are there any important dates I should track? Birthdays you always forget, anniversaries, holidays where you exchange gifts with specific people?"
"Which gift-giving holidays do you celebrate, if any?"
The skill offers options but doesn't assume - not everyone celebrates the same holidays, and some may have complicated relationships with parent-focused holidays.
The skill adds to daily briefings in a warm, conversational tone:
Good example:
"You might want to reach out to Sarah - last I heard, she was in the middle of that startup pivot. That was back in October, so I'm curious how it landed."
Bad example (the skill avoids this):
"David is 2 weeks overdue for a quarterly catch-up."
When context is available:
"You might want to text Sarah - last time you talked about her startup pivot and her new dog. Something like: 'Hey! Been thinking about you - how did the pivot go?'"
When context is missing (self-deprecating):
"I don't actually know what you and Jake talked about last time - you haven't told me yet! Wild ideas: ask about Austin, challenge him to a rematch, or just send a meme."
If you express enthusiasm about a connection:
"Sounds like that was a great catch-up! Want me to bump Sarah to monthly instead of quarterly?"
Triggered by phrases like:
The agent asks naturally about what you discussed, what's going on in their life, and what to follow up on next time.
If you have calendar access, the agent can check for Google's auto-created "Birthdays" calendar:
gog calendar list Birthdays --account [your-account] --from today --to "next year"friends/friends.json to your agentOr subscribe to Facebook's birthday calendar in Google Calendar and import via the calendar integration.
"How many reach-outs do you want to aim for this month?"
"You've connected with 8 people this month - nicely on track for your goal of 12."
Encouraging, never guilt-trippy.
name: "First Last"
nickname: "What you call them"
relationship_type: partner | close_friend | professional | family | acquaintance
tier: weekly | monthly | quarterly | biannual | as_needed
how_we_met: "Story of connection"
how_to_reach: "text, coffee, email, etc."
email: "their@email.com"
phone: "+1234567890"
birthday: "March 15"
birthday_reminder_type: day_of | advance
last_contact: 2026-02-03
last_contact_type: coffee | call | text | email | event | gift
next_scheduled: 2026-02-15
notes: |
- Current life context
- Topics for next time
standing_events: |
- "Game night every Thursday"
history:
- date: 2026-02-03
type: coffee
summary: "What you talked about..."
topics_for_next: "Follow up on..."| Holiday | Typical Deadline | Notes |
|---------|------------------|-------|
| Christmas | Mid-December | For shipping time |
| Hanukkah | Varies | 8 nights, may need multiple gifts |
| Mother's Day | 1 week before | If applicable |
| Father's Day | 1 week before | If applicable |
| Valentine's Day | February 13 | Partner/spouse |
| Anniversary | 1 week before | Partner/spouse |
| Diwali | Varies | If celebrated |
| Lunar New Year | Varies | If celebrated |
| Eid | Varies | If celebrated |
| Integration | What It Enables |
|-------------|-----------------|
| Calendar | Pre-meeting context, post-meeting prompts, birthday import |
| Email | Forward emails to log touchpoints, auto-extract email addresses |
| Gift Tracker (separate skill) | Link gift history to contacts, suggest gift ideas |
| Meeting Transcripts (future) | Auto-extract conversation details from tools like Granola |
You: Add my friend Jake to my network
Agent: Got it! Tell me about Jake - how do you know each other?
You: College roommate
Agent: Nice. How often do you want to stay in touch?
You: Quarterly
Agent: Best way to reach him?
You: Text
Agent: Do you know his birthday?
You: March something
Agent: No worries. What's going on in his life these days?
You: He was thinking about moving to Austin
Agent: Got it - I'll remind you to check in with Jake in about 3 months and ask how the Austin decision went.
You: Just had coffee with Sarah
Agent: Nice! How'd it go?
You: Great - she got engaged!
Agent: That's huge! Anything to follow up on?
You: Should send an engagement gift
Agent: Done. Want me to bump her to monthly since things are going well?
Agent (morning): Heads up - Mom's birthday is next Saturday. Want help brainstorming gift ideas?
Generated Mar 1, 2026
Sales professionals or consultants use the skill to systematically follow up with leads and clients, ensuring no contact falls through the cracks. It tracks conversation history and sets reminders for quarterly check-ins, helping maintain relationships without manual effort.
Individuals with busy schedules leverage the skill to remember birthdays, plan regular calls, and log personal updates for close contacts. It provides gentle nudges for overdue check-ins, helping users stay connected with loved ones despite time constraints.
Community organizers or hobby group leaders use the skill to manage standing events like weekly meetups or monthly dinners. It sends reminders before events and logs attendance, facilitating consistent engagement and follow-ups with participants.
Mentors or career coaches employ the skill to track interactions with mentees, set cadences for follow-ups, and document progress notes. It ensures timely support and helps build long-term professional relationships through structured outreach.
Offer a free basic version with limited contacts and reminders, then charge a monthly fee for advanced features like email forwarding, birthday gift planning, and unlimited network size. Revenue comes from individual users seeking productivity tools.
License the skill to companies for employee use in sales, HR, or client management, with customization for industry-specific needs. Revenue is generated through annual contracts based on the number of users or features deployed.
Sell API access to other developers or platforms wanting to embed relationship management features into their apps, such as CRM systems or social networks. Revenue comes from usage-based fees or one-time integration costs.
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