All templates
Problem solving

RELATIONSHIP MAINTENANCE

I know networking is important but I never remember to follow up with people.

The "I Should Reach Out to Them" Guilt

Prompt
Analyze my contact list and identify high-priority reconnection opportunities:

For contacts I haven't interacted with in 3+ months:
- Prioritize by relationship value (clients, partners, mentors, key industry contacts)
- Note their recent activity (LinkedIn posts, company news, career changes)
- Suggest a personalized reason to reach out (congratulate on achievement, share relevant article, etc.)
- Draft a brief, authentic reconnection message for each priority contact
- Recommend the best channel (email, LinkedIn, text) for each person

Focus on 10-15 highest-value reconnections I can do this week.
Tools used

LinkedIn + Gmail/Outlook + Google Sheets

What it does

Transforms vague networking guilt into a prioritized outreach plan with pre-written messages.

Birthday/Anniversary Amnesia

Prompt
Create a relationship calendar with important dates for my key contacts:

For each priority contact:
- Work anniversary (from LinkedIn)
- Birthday (if available)
- Company founding/milestone dates
- Any personal milestones they've shared

For each upcoming date in the next 30 days:
- Draft a personalized message
- Suggest a small gesture if appropriate (article share, introduction, etc.)
- Set calendar reminders 3 days before each date

Make me look thoughtful without being creepy.
Tools used

LinkedIn + Google Calendar + Gmail/Outlook

What it does

Automates relationship nurturing so you never miss an important date again.

The "Let's Catch Up" Email That Never Happens

Prompt
Identify contacts who've suggested catching up but we haven't scheduled anything:
- Find emails/messages with phrases like "let's catch up," "we should connect," "grab coffee"
- Check if a meeting was actually scheduled
- For each unscheduled connection, draft a specific meeting invite with 3 time options
- Include a brief agenda so they know what we'll discuss
- Send calendar invites for the ones I approve

Turn good intentions into actual meetings.
Tools used

Gmail/Outlook + Google Calendar/Outlook Calendar + Calendly

What it does

Converts vague "let's catch up" intentions into scheduled meetings with actual agendas.

Post-Event Connection Chaos

Prompt
Help me follow up with conference contacts:

For each contact [provide list or upload business card photos]:
- Research them on LinkedIn and note their role, company, and recent activity
- Draft a personalized follow-up email referencing our conversation
- Suggest a specific next step (coffee chat, intro to someone, share a resource)
- Create a tracking spreadsheet with: Name | Company | Follow-up Sent | Next Action | Date

Prioritize by potential value and ease of next step.
Tools used

OCR (for business cards) + LinkedIn + Gmail/Outlook + Google Sheets

What it does

Turns conference contacts into actual relationships with personalized follow-ups and a tracking system.

The Referral Request Panic

Prompt
Help me handle this introduction request:

Request from: [Person A] asking to meet [Person B]

Research:
- Person A's background and what they're looking for
- Person B's expertise and whether this aligns
- Our mutual connection strength (how well do I know each person?)

Draft:
1. A "forwardable" email from Person A I can send to Person B (if appropriate)
2. A polite decline if the fit isn't right
3. An alternative suggestion if there's a better connection to make

Make it easy for Person B to say yes or no without awkwardness.
Tools used

LinkedIn + Gmail/Outlook

What it does

Handles introduction requests diplomatically with proper context and easy opt-outs for everyone.