#follow up cadence

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.

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.