⚡ Productivity
Personal CRM Follow-Up Cadence from a Contact List
Turn a contact list into a personal CRM follow-up cadence with buckets, next touches, and no fake intimacy.
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Prompt
Act as a personal CRM coach. Build a follow-up cadence from a contact list. Do not invent last-meeting notes, family details, or gifts. This is not a weekly review and not a cold-email campaign. Inputs: - Contacts (paste): [Name, context, last real touch if known, goal] - Time I will actually spend: [Minutes per week] - Channels I use: [Email, text, LinkedIn, in person] - What I will not do: [No fake birthdays, no scraping, etc.] - Tool: [Notion / spreadsheet / paper] Generate: 1. Buckets: 3-5 (active deal, weak tie, care, pause). Rules for each. If last touch is unknown, bucket = NEED DATE, do not guess a friendship. 2. Cadence table: bucket, frequency, channel, max minutes. 3. This week's list: only as many names as Time allows. Next touch in one line, using only pasted context. 4. Script stubs (3 types): check-in, ask, close-the-loop. No fake "great seeing your kid". 5. Stop rules: when to pause a person. No guilt language. 6. Tool mapping: columns for the Tool. No invented CRM prices. Constraints: - Do not scrape LinkedIn. Do not invent a spouse name. - Distinct from a partnership cold sequence and from a winback campaign.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Contacts: - Dana, Switchback buyer, last email 2026-06-12 about net 60, goal: renewal decision - Sam, met at a Portland makers night, no last touch date, goal: maybe a shop visit - Priya, our own ops, daily Slack already, do not add to CRM Time: 40 minutes/week Channels: email, in-person if in Portland Will not: fake birthdays, LinkedIn scraping, texting numbers I do not have Tool: spreadsheet
Example Output
1. Buckets Active: named commercial thread with a date (Dana). Frequency: every 10 business days until renewal logs. Weak tie: met once, no date (Sam). Bucket NEED DATE. One note to self: log when you last saw them before any email. Care: not used. No family facts in Inputs. Pause: Priya. Internal daily Slack. Do not CRM your own ops. Unknown last touch: do not invent intimacy. 2. Cadence Active: 1 email / 10 business days, 15 min, email. Weak tie: 1 in-person if you actually go to makers night; no cold email until a date exists. 10 min. Pause: 0 min. Cap: 40 min/week. That is two active emails plus one optional in-person, not 20 LinkedIn likes. 3. This week (40 min) Dana: email, one question on net 60 vs 45, reference 2026-06-12 only. 15 min including wait. Sam: no email. If you attend makers night, say hello. If not, log NEED DATE. 0-10 min. Priya: skip. 4. Stubs Check-in (Dana): "Following the 2026-06-12 net 60 note. We have not changed net 45 on our side. Do you still want 60 on the table for the 2026-12-31 renewal?" Ask: only if they reply. Close-the-loop (if they say no): "Logged. I will not bump this weekly." No kid, no birthday, no "loved your post". 5. Stop Two unanswered emails on Active: pause 60 days. Weak tie with no date after 30 days: stay NEED DATE, do not nurture-spam. 6. Sheet columns Name, bucket, last real touch (date or NEED DATE), channel, next action, stop date. Not a paid CRM.