📅 2025-01-14 — Session: Setup CRM agent for social and emotional connections
🕒 19:45–20:15
🏷️ Labels: CRM, Social Connections, Engagement, Automation
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The goal of this session was to set up a CRM agent focused on enhancing social and emotional connections, organizing contacts, scheduling check-ins, and tailoring communications.
Key Activities
- Reviewed a setup guide for a CRM agent designed to enhance social and emotional connections.
- Organized contacts and scheduled regular check-ins.
- Tailored communications to improve engagement.
- Implemented tracking systems for interactions.
Achievements
- Established a framework for organizing contacts and scheduling engagements.
- Tailored communication strategies were outlined and partially implemented.
Pending Tasks
- Complete the implementation of communication tracking systems.
- Finalize the tailoring of communication strategies for all contacts.