Description

You mean to keep in touch, and then six months quietly disappear. Your network lives in your head and your inbox, and the people who matter go cold without you noticing. This builds you a personal CRM that surfaces who's overdue, remembers what you said you'd do, and uses Claude to draft warm, specific check-ins from your own notes — not "just circling back" spam. A few minutes a week and your relationships stop rotting silently. WHAT'S INCLUDED • Live working session, screen-shared — we build it together. • Your contact database: people, how you know them, last contact, the cadence you want (monthly, quarterly, yearly), next touch, and notes. • A follow-up dashboard: who's overdue and who's coming up, so nothing slips. • A Claude project that drafts warm, personal check-in messages from your notes — specific, not spammy. • Optional import from a LinkedIn or contacts export, plus birthday and milestone tracking. • Your data stays yours — everything lives in your own files. • 48-hour post-build support window. BEST FIT IF • You mean to keep in touch and then six months vanish. • You have a real network but it lives in your head and your inbox. • You want warm, specific check-ins — not LinkedIn spam. • You'd rather own a simple system than pay for a bloated sales CRM you don't need. NOT A FIT IF • You need a team sales CRM with deals and revenue reporting — that's the Sales Pipeline package, or a tool like HubSpot. • You want automated mass outreach — this is deliberately personal, one message at a time. • You want contacts scraped or bought — bring your own relationships; this organizes them. HOW IT WORKS 1. Pre-call brief (~24h before): who you're trying to stay close to and how you track it now. 2. Live build (1–10h by tier): we build the contact database, follow-up dashboard, and Claude project together. 3. Your first check-ins, live: we draft a couple of real messages so you leave with proof it works. 4. You leave with the keys: the whole system is yours, plus the weekly upkeep ritual. 5. 48-hour post-build support window — anything breaks, message me and we fix it. Tiers run from a 1-hour scoping consult to a full 10-hour build with the outreach engine, contact import, and a follow-up session. Pick your tier below.