Contact Lifecycle Tracker

Community

Unified contact history

Authorbostonrobbie
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill ensures a single, accurate, and append-only record of every contact's journey from initial discovery to final outcome, consolidating data from multiple sources to prevent lost context and improve follow-up.

Core Features & Use Cases

  • Centralized Contact History: Maintains a unified timeline of all interactions and stage changes for each contact.
  • Data Consolidation: Integrates data from CSVs, batch trackers, Apollo, and Gmail into a single source of truth.
  • Stage Tracking: Tracks contacts through various stages like ENRICHED, ENROLLED, T1_SENT, T1_REPLIED, MEETING_BOOKED, etc.
  • Use Case: After a contact is enrolled in a sequence, this Skill automatically logs the enrollment and updates their stage, ensuring their history is accurately recorded for future reference and follow-up.

Quick Start

Update the lifecycle tracker for the new batch of enrolled contacts.

Dependency Matrix

Required Modules

None required

Components

scriptsreferencesassets

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: Contact Lifecycle Tracker
Download link: https://github.com/bostonrobbie/BDR/archive/main.zip#contact-lifecycle-tracker

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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