AI Native Personal CRM
Picked from your inbox and LinkedIn. Written in your voice. Sent when you say yes.
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Your day
Tuesday morning
New VP at Arbor Health. You worked together at Meridian.
Drafted in your voice · From LinkedIn
Priya, congratulations on Arbor. I remember how you ran the Meridian rollout, so they are lucky. When you are settled in, I would love to hear what the first ninety days look like.
You said the revised scope would be there by Friday. That was 12 days ago.
Quiet 8 months. She sent you two referrals in 2024.
Your post today
Three things I learned cutting an audit from six weeks to three.
Dana, it has been a while. I saw Brightpath's spring launch and thought of the referral program. I'm in Oakland the week of the 22nd if you are up for a coffee.
Written from your last three emails with her.
A thread with Dana becomes an email, a person and Tuesday's meeting.
I have thousands of connections and remember approximately none of the details. An AI does not need the tidy database first. It can work from the mess.
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