wdm0006
18 verified skills
evergreen-stale-data-audit
Audits Evergreen CRM for stale or incomplete contact data — outdated titles, missing fields, potential duplicates, and contacts that may have changed jobs. Use for periodic database hygiene, before a big outreach push, or when data quality feels off.
testing
capturing-contacts-in-evergreen
Parses unstructured text (email signatures, business cards, LinkedIn profiles, meeting notes) into structured Evergreen CRM contacts. Use when adding new contacts from raw text, importing contacts from emails or messages, or batch-creating contacts from event notes.
data-ai
scanning-inbox-for-evergreen
Scans Gmail for actionable items and maps them to Evergreen CRM contacts — unanswered questions, promised deliverables, introduction requests, and follow-ups needed. Use when triaging your inbox, catching missed commitments, or syncing email activity to your CRM. Requires Gmail connected in Claude.
testing
evergreen-weekly-report
Generates a weekly relationship management digest from Evergreen CRM — interactions logged, follow-ups completed vs missed, network growth, and a spotlight contact. Use for weekly reviews, accountability, or planning the week ahead.
business
enriching-evergreen-contacts
Researches and enriches Evergreen CRM contacts with publicly available information — LinkedIn details, company info, recent news, and shared context. Use when a contact has sparse details, before an important meeting, or when batch-updating stale records.
development
evergreen-event-follow-up
Batch-processes contacts from a conference, dinner, or networking event into Evergreen CRM — creates records, tags them by event, and drafts personalized follow-up messages. Use after any event where you met multiple new people.
business
evergreen-context-recall
Generates a narrative summary of everything known about a contact in Evergreen CRM — how you met, what you've discussed, mutual connections, and pending threads. Use when you need to quickly refresh your memory before reaching out, replying, or meeting someone.
business
auto-logging-email-interactions
Parses recent Gmail activity and logs interaction summaries to Evergreen CRM contacts — without storing full email bodies. Use when you want to sync email activity to your CRM, update interaction history, or keep Evergreen current with your communications. Requires Gmail connected in Claude.
data-ai
evergreen-meeting-prep
Generates a pre-meeting briefing from Evergreen CRM — contact profiles, interaction history, shared connections, open actions, and suggested talking points. Use before any meeting, call, or coffee chat to refresh your memory and show up prepared.
business
drafting-evergreen-follow-ups
Drafts personalized follow-up emails and messages based on Evergreen CRM contact history, past interactions, and pending actions. Use when you need to write a follow-up email, thank-you note, check-in message, or any outreach to an existing contact.
testing
evergreen-follow-up-reminders
Generates a prioritized follow-up list from Evergreen CRM based on overdue actions, stale contacts, and interaction cadences. Use when planning your week, checking who needs attention, or building a daily outreach list.
development
evergreen-life-event-tracker
Tracks and acts on life events and milestones for Evergreen CRM contacts — birthdays, work anniversaries, job changes, promotions, and personal milestones. Use when you want to stay on top of important dates and send timely, thoughtful messages.
business
evergreen-network-analysis
Analyzes your Evergreen CRM contact network to surface clusters, bridge contacts, top introducers, and introduction chains. Use when you want to understand your network structure, find connection opportunities, or identify key people in your network.
data-ai
evergreen-news-alerts
Monitors news and web mentions for Evergreen CRM contacts and their companies — funding rounds, product launches, press coverage, job changes. Use to surface timely conversation starters and stay informed about your network's activities.
development
processing-meeting-notes-for-evergreen
Processes raw meeting notes into structured Evergreen CRM records — logs interactions, creates action items, adds new contacts, and updates notes. Use after any meeting, call, or conversation to capture everything in your CRM without manual data entry.
data-ai
re-engaging-evergreen-contacts
Identifies dormant contacts in Evergreen CRM and drafts natural re-engagement messages. Use when you want to reconnect with people you haven't spoken to in months, revive stale relationships, or systematically re-engage your extended network.
business
evergreen-relationship-health
Scores and surfaces relationship health across your Evergreen CRM contacts — identifies thriving relationships, ones at risk, and dormant connections needing attention. Use when you want a high-level view of your network health or need to prioritize relationship investment.
business
drafting-warm-introductions
Drafts double-opt-in introduction emails connecting two Evergreen CRM contacts. Use when someone asks for an introduction, when you spot a mutually beneficial connection, or when facilitating networking between contacts.
testing