You commented “CRM”: here it is

Personal CRM Inside Claude: Full Setup Prompt

Build a living contact intelligence system in Claude that tracks relationships, conversation history, and next actions without paying for another SaaS tool.

Free guide · copy-paste ready · built by the BrainVaultAI team

A personal CRM doesn't need to be software. It needs to be a system you actually use. Most founders don't use their CRM because updating it costs more energy than the value it returns. This guide builds a Claude-native version: paste a contact, run the update prompt, get a summary and next action. The system lives in a running context document you maintain. Claude reads it, helps you update it after calls, surfaces who you haven't talked to in 30+ days, and drafts follow-ups on demand. No new tool. No new login. Start with 10 contacts. Add 5 per week. After a month you have a functioning relationship intelligence layer that costs you 5 minutes per contact update.

CRM Contact Template

Use this structure for each contact in your running CRM document.
Copy-paste for each person: ---
## [Full Name], [Title, Company]
**Last contact:** [Date]
**Relationship status:** Warm / Cold / Active / Dormant
**How we met:** [One sentence]
**What they care about:** [2-3 bullets, their goals, challenges, interests]
**What I've offered / done for them:** [List]
**What they've offered / done for me:** [List]
**Ongoing context:** [Current situation, active deals, life events, etc.]
**Next action:** [Specific, not "follow up", e.g., "Send intro to X by Friday"]
**Next action due:** [Date]
--- Keep your CRM document updated. Paste the full document into Claude when you need to work with it.

Post-Call Update Prompt

You are my relationship intelligence assistant. Here is my current CRM document:
[PASTE CRM DOC] Here are my notes from a recent conversation with [NAME]:
[PASTE CALL NOTES OR TRANSCRIPT] Update their CRM entry:
1. Refresh "Last contact" to today
2. Update "Ongoing context" with anything new
3. Update "What I've offered" or "What they've offered" if applicable
4. Set a new "Next action" based on what was discussed
5. Flag any relationship risk (promised something and didn't deliver, long gap coming, etc.) Output only the updated contact block. I'll paste it back into my doc.

Relationship Audit Prompt

You are my relationship intelligence assistant. Here is my CRM document:
[PASTE CRM DOC] Today's date: [INSERT] Run a relationship audit:
1. Who haven't I contacted in 30+ days that I should? List them and suggest a reason to reach out.
2. Who has an overdue next action? List them.
3. Who is marked Dormant but was once a high-value contact? Flag for re-engagement.
4. Who should I introduce to each other? Identify one strong cross-introduction. Output as four lists. Under 200 words total. Action-first.

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