Personal CRM

Keep good relationships from going quiet by accident

Your AI sets up a lightweight relationship system the way a well-organized operator would: a small contact schema, tiers with cadences, a 20-minute weekly routine, three-line notes after conversations and reconnect messages that offer something.

By Vander Labs. A Vander Labs Original, written by the Vander Labs team with AI assistance. Works with Claude, ChatGPT, Cursor and Claude Code.

What your AI learns

• Designs a schema under 15 fields with computed next-touch dates
• Sets tiers and cadences and a 20-minute weekly routine
• Writes reconnect templates that lead with something for them

How it works

1. Define the schema: Name, organization, how we met, tier, tags, last and next touch, what they care about, how to help each other, dated notes.
2. Tiers and cadences: Tier 1 every 2 to 4 weeks, Tier 2 every 2 to 3 months, Tier 3 twice a year or on triggers.
3. Seed the list: Import contacts and calendar attendees, dedupe, tier the people who matter, delete the rest.
4. Weekly routine: Twenty minutes on the due view: message, schedule or move with a reason; add this week's new people.
5. Capture after conversations: Three dated lines within 24 hours: what they are on, what was asked or offered, the follow-up.
6. Reconnect messages: Lead with a resource, intro or congratulation, reference the last exchange, no just checking in.
7. Meeting prep: A two-minute card from the record before each meeting, updated after.
8. Views and ethics: Due, recently added, by group and Tier 1 views; store only what the contact would be comfortable seeing.

Limits and safety

• Stores no health, family or financial details unless the contact shared them for a reason and would expect you to remember.
• Not a sales pipeline; bulk outreach belongs in the cold email skill.

Topics: networking, relationships, crm, notion, spreadsheet