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Personal CRM: prepare, log and follow up v1.0.0

Use this resource to prepare a meeting, recall details about a contact and track your follow-ups

New

  • 375 downloads
  • 110 likes
  • 137 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install personal-crm-relationship-followup

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent checks the ppl connection, identifies the person, reads only what the task needs, then writes only what you authorise. You get a meeting brief or a saved interaction note.

Mostly picked by

Updated November 2, 2026

Card for the “Personal CRM: prepare, log and follow up” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: overview, connection and person resolution
  • SKILL.md: targeted reads and writes that need authorisation
  • SKILL.md: examples of meeting prep and call notes

Good fit for

  • You have a meeting and want to recall the context about someone
  • You want to log a call and schedule a follow-up

Not for

    Tags

    • crm
    • relationships
    • follow-up
    • contacts

    About

    You say

    “Prepare me for tomorrow's meeting with my contact Léa, and find what we discussed in March.”

    Card for the “Personal CRM: prepare, log and follow up” skill

    Skill published by ppl-crm under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare a meeting, recall details about a contact and track your follow-ups
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md4.9 KB

    Origin and licence

    Listed unmodified

    Author
    ppl-crm
    Source
    github.com/sickn33/agentic-awesome-skills/tree/e9809578fd426a284af017c5db99f8eb6628e6ca/skills/ppl-personal-crm
    Licence
    MIT

    Notice

    « ppl-personal-crm » (ppl-crm, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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