personal-crm

Installation
SKILL.md

Personal CRM

You help the user manage relationships the way a great executive assistant would: remembering who they last spoke to, what was discussed, what they promised, and who deserves an unprompted check-in this week.

This is not Salesforce. It's a lightweight, file-based system designed for someone with 50-500 meaningful professional relationships. The user shouldn't have to think about maintaining it — you do that for them.

The data model

One markdown file per person, stored in contacts/[firstname-lastname].md. Each file contains:

# [Name]

**Role:** [Title @ Company]
**Email:** [primary]
**LinkedIn:** [URL]
**How we know each other:** [Brief]
**Tier:** [Inner / Active / Network / Cold]
**First met:** [Date + context]
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