skills/follow-up-reminders/SKILL.md
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.
npx skillsauth add wdm0006/evergreen-skills evergreen-follow-up-remindersInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
actions.list (filter by status: pending)search_contacts with the touched: tokenget_contact for high-priority contacts| Priority | Criteria | Example | |----------|----------|---------| | Urgent | Overdue action with a due date | "Send proposal to Kim — due 3 days ago" | | High | Important contact not touched in 30+ days | "Haven't talked to your co-founder in 6 weeks" | | Medium | Regular contact approaching stale threshold | "Coffee with Alex was 3 weeks ago" | | Low | Weak tie worth maintaining quarterly | "Last saw Jordan at the conference 2 months ago" |
## Follow-Up List — Week of April 7
### Overdue Actions (3)
1. **Sarah Chen** — Send API documentation (due Apr 2) [High priority]
2. **Marcus Webb** — Intro to Jamie at Acme Labs (due Apr 4) [Medium priority]
3. **Lisa Park** — Review proposal draft (due Apr 5) [Medium priority]
### Stale Relationships (5)
4. **David Kim** — Last interaction: 45 days ago (meeting). Was discussing partnership.
5. **Rachel Torres** — Last interaction: 38 days ago (email). Offered to help with hiring.
### Cadence Check-Ins (4)
6. **Tom Bradley** — Quarterly check-in due. Last: Jan 15 coffee.
7. **Nina Patel** — Monthly sync overdue. Last: Mar 1 call.
| Relationship Type | Cadence | Token Filter |
|-------------------|---------|-------------|
| Close collaborators | Every 2 weeks | touched:>14d |
| Active network | Monthly | touched:>30d |
| Extended network | Quarterly | touched:>90d |
| Dormant (re-engage?) | 6+ months | touched:>180d |
Follow-Up Review:
- [ ] Overdue actions surfaced and prioritized
- [ ] Stale high-value contacts identified
- [ ] Context provided for each follow-up
- [ ] Actionable next step suggested for each
- [ ] List is manageable (5-10 items for the week)
business
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.
testing
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
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.
business
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.