Personal CRM — Never Drop the Ball on Relationships

The Problem

• 1

  You met a perfect-fit investor at a conference, exchanged cards, and said 'let's chat next week.' Three weeks later you find the card in your jacket pocket — the window is closed.

• 2

  Your network lives across Gmail, LinkedIn, iMessage, and sticky notes. You have no single view of who you know, when you last talked, and what you promised them.

• 3

  You're great at making first impressions but terrible at maintaining relationships. Important connections go cold because follow-ups fall through the cracks of your busy schedule.

What You Get

• Zero dropped follow-ups — every promise you made in email or meetings is tracked and reminded before the deadline passes.

• Relationship health dashboard via Telegram — see who's going cold, who's warming up, and who you should prioritize this week, all without opening a CRM app.

• Contact context at your fingertips — before any meeting, get a 30-second briefing: last conversation, mutual connections, their recent activity, and topics to discuss.

Pricing

Tips & Best Practices

• Review and correct the agent's auto-discovered contacts for the first week — it learns your network patterns and improves accuracy over time. Marking false positives (newsletters, recruiters) helps it filter better.
• Set custom thresholds for different contact tiers. Investors and key partners might need a 7-day follow-up window, while casual peers can go 30 days. Tell the agent your priority rules upfront.
• Use the weekly digest every Monday morning to plan your relationship maintenance for the week. Batch your outreach into one 30-minute session rather than responding to individual alerts throughout the day.

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