Developed contact management and prioritization system

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Developed contact management and prioritization system

  • Day: 2025-11-01
  • Time: 22:05 to 22:45
  • Project: CRM
  • Workspace: WP 1: Strategic / Growth & Development
  • Status: In Progress
  • Priority: MEDIUM
  • Assignee: Matías Nehuen Iglesias
  • Tags: Contact Management, Linkedin, Automation, Data Management, CRM

Description

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.

Evidence

  • source_file=2025-11-01.sessions.jsonl, line_number=1, event_count=0, session_id=303e9b1392d1c5bbe45bf0c7e7bc34cfe710cc47b8d3f74480856a6d2eda911d
  • event_ids: []

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