📅 2025-11-01 — Session: Developed contact management and prioritization system
🕒 22:05–22:45
🏷️ Labels: Contact Management, Linkedin, Automation, Data Management, CRM
📂 Project: CRM
Session Goal
The session aimed to develop a comprehensive system for classifying and prioritizing contacts, particularly focusing on LinkedIn and professional profiles.
Key Activities
- Proposed a system for contact classification and prioritization, including governance rules and a contact rotation algorithm.
- Outlined a practical annotation plan for LinkedIn contacts, with a schema for data organization and a priority scoring formula.
- Reflected on a CSV dataset of professional profiles, categorizing them based on relevance and communication preferences.
- Developed a framework for drift management and attention buckets, defining variables and scoring formulas.
- Established a canonical list of profile types with usage guidelines for automation.
- Analyzed a CSV data structure for LinkedIn profiles to enhance networking opportunities.
Achievements
- Completed a detailed proposal for contact management and prioritization.
- Developed operational rules and scoring formulas for LinkedIn contact annotation.
- Categorized professional profiles and established communication preferences.
- Defined a structured approach to drift management and attention buckets.
Pending Tasks
- Implement the proposed contact rotation algorithm in the Control Tower system.
- Automate the annotation and scoring processes for LinkedIn contacts.