relationship-review

To identify stale CRM contacts and overdue follow-ups, you can run a relationship health review that calculates days since last meaningful contact and flags incomplete records. The review reads CRM JSONL/JSON inputs and user priorities to generate a structured markdown summary of needs-attention contacts.

Yes, you can generate draft follow-up suggestions for VIP contacts automatically. The review detects high-priority contacts and incomplete records, then produces suggested draft follow-ups in a structured markdown format for your approval before sending.

The best way to fix CRM hygiene issues is to scan your contacts for missing context, duplicates, and stale records. This process highlights incomplete data entries and calculates recency metrics to pinpoint exactly where your CRM database needs immediate attention.

You can calculate relationship health metrics by analyzing CRM interaction logs and contact records. The system computes recency metrics based on your JSONL/JSON inputs to determine days since last meaningful contact, identifying gaps in your sales and customer success workflows.

Yes, you need CRM data exported as JSONL or JSON file formats to run a relationship health check. The system also requires a USER.md file containing your priorities to accurately flag VIPs, overdue follow-ups, and incomplete records for your sales workflows.