Personal CRM Follow-Up Cadence from a Contact List
Ppromptstudio·Aug 24, 2026
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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.