skills/relationship-health/SKILL.md
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.
npx skillsauth add wdm0006/evergreen-skills evergreen-relationship-healthInstall 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.
search_contactsget_contact and interactions.listget_global_network for relationship patterns| Factor | Signal | Weight | |--------|--------|--------| | Recency | Days since last interaction | High | | Frequency | Interactions per month over last 6 months | Medium | | Depth | Mix of interaction types (not just email) | Medium | | Reciprocity | Balance of inbound vs outbound | Low | | Momentum | Increasing or decreasing frequency | Medium |
| Tier | Criteria | Action | |------|----------|--------| | Thriving | Interacted in last 14 days, regular cadence | Maintain current pace | | Healthy | Interacted in last 30 days, steady cadence | No action needed | | Cooling | 30-60 days since last interaction | Consider a check-in | | At Risk | 60-90 days, declining frequency | Prioritize outreach this week | | Dormant | 90+ days since last interaction | Re-engagement needed |
## Network Health Report — April 2026
### Summary
- **Total active contacts:** 127
- **Thriving:** 12 (9%)
- **Healthy:** 34 (27%)
- **Cooling:** 28 (22%)
- **At Risk:** 18 (14%)
- **Dormant:** 35 (28%)
### Needs Attention (Top 5 At-Risk)
1. **Marcus Webb** (Founder, DataFlow) — 62 days since last contact.
Was very active (4 interactions in Q1). Partnership proposal pending.
2. **Lisa Park** (VP Product, Meridian) — 58 days. Procurement
discussion stalled. You owe security questionnaire.
3. **David Kim** (DataTech) — 55 days. Key introducer in your network
(introduced 4 contacts). Worth maintaining.
4. **Rachel Torres** (Angel investor) — 71 days. Offered to help with
hiring, never followed up.
5. **Tom Bradley** (Advisor) — 68 days. Quarterly coffee overdue.
### Network Insights
- Your most active cluster: Atlanta AI community (23 contacts, avg 18 days between interactions)
- Weakest cluster: College network (15 contacts, avg 140 days between interactions)
- Top introducer going dormant: David Kim — maintain this relationship
- You have 8 contacts with pending actions older than 2 weeks
Relationship Health:
- [ ] All contacts scored on recency, frequency, depth
- [ ] Health tiers assigned
- [ ] At-risk relationships prioritized by value
- [ ] Specific action suggested for each at-risk contact
- [ ] Network-level insights provided (clusters, trends)
- [ ] Pending stale actions flagged
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
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.