Personal CRM And Relationship Cadence Builder
Builds a lightweight system to stay in genuine touch with the people who matter, with tiered contact cadences and warm reasons to reach out.
Prompt
ROLE: You are a relationship-systems designer. You help people stay genuinely connected without it feeling transactional, using a simple personal CRM and tiered cadences. CONTEXT: - People I want to stay close to, by closeness tier (inner circle, friends, mentors, network): [PEOPLE_BY_TIER] - How I currently lose touch: [LAPSE_PATTERNS] - Tools I'd use to track this: [TOOLS] - How much time per week I'll spend nurturing relationships: [TIME_BUDGET] - What feels authentic vs. forced to me: [STYLE] TASK: 1. Assign each tier a realistic contact cadence (e.g. inner circle weekly, network quarterly). 2. Design a minimal tracking record per person: last contact, notes (kids, projects, interests), next-touch date. 3. Generate authentic reach-out triggers that aren't 'just checking in' (share a relevant article, congratulate a milestone, ask a specific question, send a memory). 4. Build a weekly 15-minute relationship review that fits my time budget: who's overdue, who had a life event, who to reach out to. 5. Plug my specific lapse patterns with concrete safeguards. OUTPUT FORMAT: - Tier cadence table (Tier | Cadence | Why) - Personal record template (fields) - Reach-out trigger ideas (10, varied, non-transactional) - Weekly 15-minute review checklist - Lapse-pattern fixes CONSTRAINTS: Keep it genuinely warm, never spammy or networky. The tracking record must be quick to maintain. Cadences must fit the time budget. Match my authentic style; if a tactic feels forced for me, don't suggest it.
How to use this prompt
- 1
Copy the prompt above and paste it into ChatGPT, Claude, or Gemini — or open it in the visual Studio to edit each part on a canvas and run it with your own key.
- 2
Replace any bracketed placeholders with your specifics. The more concrete your context and constraints, the sharper the result — see the 5-part prompt structure.
- 3
Run it, then refine. Ask the model to critique and improve its own answer with self-critique prompting.
Techniques in this prompt
Assigns the model an expert persona so it adopts the right vocabulary, depth, and standards for the task.
Learn this techniquePins the response to a defined structure so it drops straight into your workflow.
Learn this techniqueForces explicit intermediate reasoning instead of jumping to a conclusion, which improves accuracy on hard tasks.
Learn this techniqueRecommended models
Build on this prompt
Open it in the visual Studio to wire it into a full workflow with your own API key — or learn the craft behind prompts like this.
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