wdm0006/evergreen-event-follow-up

Event Follow-Up Workflow

Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.

When to Use

• After a conference, meetup, dinner, or networking event
• You have a stack of business cards or a list of people you met
• You want to batch-create contacts and send personalized follow-ups
• After hosting or attending a group event

How It Works

1. Parse the attendee list or notes to extract contact details
2. For each person, check for duplicates with search_contacts
3. Create new contacts with contacts.create
4. Tag all contacts with the event name using tags.add_to_contact
5. Log the initial meeting as an interaction with interactions.log
6. Append conversation context to notes with notes.append
7. Draft personalized follow-up messages for each contact
8. Create follow-up actions with actions.create

Event Tag Convention

Use consistent event tags for easy filtering later:

Format: event-[name]-[year]
Examples:
  event-ai-dinner-2026
  event-pycon-2026
  event-founders-retreat-q1
  event-team-offsite-apr26

Example

Input: Notes from Atlanta AI Dinner

Met at Atlanta AI Dinner, April 3, 2026:

1. Sarah Chen — CTO at Meridian Health. Talked about healthcare data
   pipelines. Very interested in our API. [email protected]

2. Marcus Webb — Founder of DataFlow. Building real-time analytics.
   Previously at Google. [email protected]

3. Priya Sharma — ML Engineer at NewCo. Working on NLP for
   customer support. [email protected]. Introduced by David Kim.

Batch processing:

For each contact:
1. search_contacts("[name]") → check for duplicates
2. contacts.create({ ... })
3. tags.add_to_contact(id, ["event-ai-dinner-2026", "atlanta", "ai"])
4. interactions.log(id, {
     type: "meeting",
     summary: "Met at Atlanta AI Dinner — [conversation topic]"
   })
5. notes.append(id, "[conversation details]")
6. actions.create({
     contact_id: id,
     title: "Send follow-up email to [name]",
     due_date: "2026-04-05",
     priority: "medium"
   })

Sample follow-up for Sarah:

Subject: Great meeting you at the AI Dinner

Hi Sarah,

Really enjoyed our conversation about healthcare data pipelines last
night. The challenges you described with real-time patient data are
exactly the kind of problems I find fascinating.

I'd love to continue the conversation — especially around how our
API might fit into Meridian's architecture. Free for a quick call
next week?

Best,
[Name]

Follow-Up Timing

| Priority | When to Send | Who | |----------|-------------|-----| | Same night / next morning | People you had deep conversations with | | Within 48 hours | Everyone else you want to stay in touch with | | Within a week | Lower priority but still worth connecting | | Skip | Brief hellos with no real connection point |

Checklist

Event Follow-Up:
- [ ] All contacts created with complete details
- [ ] Event tag applied consistently
- [ ] Initial interaction logged with conversation context
- [ ] Notes capture what you discussed (not just who they are)
- [ ] Follow-up messages personalized per conversation
- [ ] Follow-up actions created with appropriate deadlines

Learn More

• Evergreen — Local-First Personal CRM
• Vibe Coding a Personal CRM
• Evergreen Gets Serious
• Evergreen Gets Even Evergreener