Each of these is one sentence to Claude. Claude does the CRM work behind it.
What's on today?
You get follow-ups due, signals to answer within 48 hours, pending connection requests, a health check, and the next people to contact, in that order.
Sent messages to Priya and Mei. Sarah replied: she wants a call next Thursday.
Claude logs each touch, moves Sarah to "4 · Call booked", fills Intro call, and sets the next dates from your cadence.
Draft today's follow-ups.
One fresh draft per person, built from their history and rotating the type (nudge, new question, something useful, channel switch, door-open close). You edit and send.
Research Aisha Bello at Kestrel Security and draft a first message.
Claude reads the record, looks up the company (and the profile, if Claude in Chrome is on), writes a research card, scores the fit with the reason, then drafts.
Add these three from my conversation today: [names, companies, what happened].
Claude checks for duplicates first, shows you what it will add, and only writes after your go-ahead.
Here are the people who commented on my post today: [paste]. Who should I message, connect with, or skip?
Hot / warm / cold, a reason for every skip, and connection-request rows for the ones worth connecting with.