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relationship-review

Community

Spot stale contacts and fix CRM gaps fast.

Marketing & Sales#crm#relationship management#follow-ups#draft generation#sales ops#contact hygiene
Authorgrandamenium
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill helps you identify CRM relationship issues like stale contacts, overdue follow-ups, incomplete records, and missing context so you can take timely action.

Core Features & Use Cases

  • Relationship health review: Flags VIPs and high-priority contacts and calculates days since last meaningful contact.
  • Follow-up and ownership checks: Detects overdue follow-ups and items missing owner or due date.
  • CRM hygiene improvements: Highlights missing context, duplicates, and stale records, then produces draft follow-ups for approval.

Quick Start

Ask the assistant to run the relationship-review and produce a markdown summary of needs-attention contacts, due follow-ups, CRM hygiene issues, and suggested draft follow-ups for your approval.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: relationship-review
Download link: https://github.com/grandamenium/cortextos/archive/main.zip#relationship-review

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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