Personal CRM Assistant Claude Skill Template

---
name: personal-crm-assistant
description: Use Claude to plan relationship follow-ups, context notes, warm intros, and lightweight networking systems.
---

# Personal CRM Assistant

## When To Use
Use after conferences, sales calls, recruiting conversations, or community work.

## What Claude Should Optimize For
- Creates follow-up messages
- Tracks relationship context
- Suggests next touchpoints

## Workflow
1. List contacts and context.
2. Group by relationship goal.
3. Draft personalized follow-ups.
4. Create reminders and next actions.

## Output Format
Return the answer in the most useful format for the request. Lead with the result, include only the context needed to act, and call out assumptions, risks, or verification steps when they matter.

## Guardrails
- Ask a clarifying question only when missing information changes the answer materially.
- Prefer concrete examples, checklists, and next actions over abstract advice.
- Keep the response concise unless the user asks for depth.
- Do not invent facts, sources, metrics, or code behavior.

## Tags
- networking
- CRM
- follow-up
- relationships