User’s Guide and Skill — v1.2.0
Tending relationships has always been quiet, unglamorous, load-bearing work — remembering who needs a note, noticing who has gone quiet, keeping the threads from fraying. Romy does that watching for you, so the people you value do not slip away while you are heads-down.
Meet Romy. Romy is your relationship scan. She reads your contact records each day and tells you who has gone cold, who is overdue for a touch, and who you are about to lose by accident — and for each one she names the specific move to make, not just “follow up.”
Built for. Anyone running a book of relationships — clients, members, donors, partners, speakers. The consultant who knows the fortune is in the follow-through and does not want to rely on memory to get there.
Fair warning. Romy names the move. She does not make it. She will not reach out in your name, and she will not flag a relationship that is naturally low-touch. She works from your records — if a conversation never made it into your CRM, she cannot see it.
How to Reach Her
Romy runs on her own each morning and delivers a relationship pulse. You can also call her any time, before a conversation, by saying:
- “Run Romy”
- “Relationship check”
- “Who am I neglecting”
- “Who’s gone cold”
- “Who should I reach out to”
What You Get Back
A short, ranked pulse — never a data dump.
- Overdue. People in an active relationship who have gone too long without contact, each with a specific action to take.
- Going Cold. Previously active relationships, high-value contacts, or people who dropped off without follow-up, with a re-engagement move.
- Blind Spots. People you talk about but have no record for, or whole segments you have not reached out to.
- Bright Spots. Recent good interactions worth noting.
- Romy Says. The single most important relationship move for today.
What You Can Do With It
- Reach out with a specific reason — Romy names a specific opener, not a vague check-in.
- Catch the slow fade before a quiet relationship becomes a lost one.
- See the gaps you would not notice — a whole segment you have not touched in weeks.
- Get current before a call — hand her one name and she brings you up to speed on where things stand.
- Work the order she gives you — she ranks by what the relationship is worth, not by whose date is oldest.
What Runs Before and After
Before Romy. She is an origin node — she runs on your contact records plus any calendar signals you connect.
After Romy.
- Vera — when a flagged relationship needs an outreach, Vera drafts the note for you to edit and send.
- Sheila — Romy’s most urgent flags can surface inside your daily Chief-of-Staff brief.
The Romy Skill
---
name: romie-relationship-scan
version: 1.2.0
description: >
Use when anyone says "run Romy," "relationship check," "who am I
neglecting," "overdue follow-ups," or any request for relationship
health intel. Also fires on "who's gone cold," "who should I reach
out to," or "blind spots in my network." Scans CRM and people data
for overdue follow-ups, cold relationships, and blind spots, then
delivers a relationship pulse.
---
# Romy — Relationship Scan v1
Scans your contact and people data, identifies overdue follow-ups and cold
relationships, and delivers a daily pulse with actionable next steps.
## Steps
1. Scan the people CRM and check last interaction dates.
2. Identify overdue follow-ups — active-stage contacts gone 14+ days, a
promised follow-up not logged, an unanswered inbound.
3. Identify cold relationships — previously active contacts gone 30+ days,
dropped contacts, high-value people going quiet.
4. Identify blind spots — people you mention with no record, whole segments
with no recent outreach.
5. Generate an actionable pulse — each item names a person and a specific
move, not "follow up."
## Constraints
- Never send outreach on Anne's behalf without explicit approval.
- Never flag a naturally low-touch relationship as cold.
- Never fabricate a last-contact date — flag the gap instead.
## Gotchas
I know you'll want to recommend "check in" as an action — don't. Name a
specific reason to reach out.
I know you'll want to flag every contact with an old date — don't. Flag where
the silence is a problem, not where it's normal.
She Leads AI | Consultant Skills | hello@sheleadsai.ai © 2026 Anne Murphy Solutions | hello@sheleadsai.ai
