wdm0006/evergreen-life-event-tracker
skills/life-events/SKILL.md
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
Updated Apr 23, 2026
$ install --global
skillsauthnpx skillsauth add wdm0006/evergreen-skills evergreen-life-event-trackerInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 24, 2026, 2:35 AM253.5s1 file scanned
SKILL.md
- name:
- evergreen-life-event-tracker
- description:
- 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.
Life Event & Milestone Tracker
Works with Evergreen, a local-first personal CRM for macOS. Get it on the Mac App Store.
When to Use
- Setting up recurring reminders for important dates
- When you learn about a contact's milestone (job change, promotion, funding round)
- Planning proactive outreach around life events
- Weekly check: "Any milestones coming up for my contacts?"
How It Works
- Search contacts for known milestones with
search_contactsandget_contact - Review notes for date-related context (birthdays, anniversaries mentioned)
- Create reminder actions with
actions.createfor upcoming events - Draft congratulatory or celebratory messages
- Log the outreach as an interaction with
interactions.log - Update notes with
notes.appendwhen you learn new milestones
Milestone Types
| Milestone | How to Learn | Action | |-----------|-------------|--------| | Birthday | Contact mentions it, LinkedIn | Annual reminder action | | Work anniversary | LinkedIn notifications, notes | Congratulatory message | | Job change | LinkedIn, news, email signature | Update record + congratulate | | Promotion | LinkedIn, direct conversation | Congratulatory message | | Company milestone | News, funding announcements | Acknowledge + discuss | | Personal milestone | Direct conversation, social media | Thoughtful note | | Speaking engagement | Conference listings, social media | Attend or congratulate |
Recording Milestones
When you learn about a milestone, record it in notes with a consistent format:
notes.append(contact_id, "## Milestones\n- Birthday: March 15\n- Started at Meridian: Jan 2024\n- DataFlow Series A: Oct 2025")
Create recurring actions for annual events:
actions.create({
contact_id: id,
title: "Birthday — send a note to Sarah Chen",
due_date: "2027-03-15",
priority: "medium"
})
Message Templates by Milestone
Job change:
Saw you made the move to [Company] — congrats! [Role] sounds like
a great fit given your background in [area]. How are the first
few weeks going?
Promotion:
Just saw the news about your promotion to [Title] — well deserved!
I remember when you were telling me about [project]. Clearly
making an impact. Coffee to celebrate?
Funding round:
Congrats on the [round] — huge milestone for [Company]! I remember
when you were [earlier stage context]. Exciting to see the momentum.
Work anniversary:
[X] years at [Company] already! Time flies. Hope you're still
enjoying the [thing they mentioned liking about the role].
Checklist
Life Events:
- [ ] Known milestones recorded in contact notes
- [ ] Reminder actions created for recurring dates
- [ ] Messages personalized with real context (not generic)
- [ ] Interaction logged after sending
- [ ] Contact record updated if milestone changes their profile (new title, new company)
Learn More
- Evergreen — Local-First Personal CRM
- Vibe Coding a Personal CRM
- Evergreen Gets Even Evergreener
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