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Persistent CRM-light for federal capture leads — logs customer touchpoints, renders dossiers, and recommends…
Persistent CRM-light for federal capture leads — logs customer touchpoints, renders dossiers, and recommends next-best actions across CO/PM/end-user contacts.
Ships as one download · customer-intimacy-tracker.zip · 7 files
A redacted example of what this tool produces — so you can judge the quality before you buy.
Redacted, illustrative example. Names, agencies, and figures are fictional placeholders.
This plugin keeps a persistent, local-only customer dossier (no cloud sync, no telemetry,
no external API calls) in .plugin-context/customer-intimacy-tracker/context.json. Below is
representative output from the three skills: log-touchpoint (the only writer),
customer-dossier, and next-best-action (both read-only). Recency bands are computed from
the last touch date: Green <30d, Yellow 30–90d, Red >90d, Cold = no touch ever.
log-touchpoint — confirmation block (writes to context.json)"Log a touch with Renee Wynters, the CO at NOAA — call today, talked about the data-center recompete schedule, she wants a cyber one-pager, follow up in 2 weeks."
TOUCHPOINT LOGGED ✓
Customer: Renee Wynters (Contracting Officer)
Agency / Sub-Tier / Office: DOC / NOAA / Acquisition & Grants Office
Touch: 2026-06-01 · Call · "FY26 data-center support recompete schedule"
Outcome: Recompete slips to Q1 FY27; CO requested a zero-trust cyber one-pager
Follow-up opened: Send zero-trust cyber one-pager (by ~2026-06-15)
Customer id: cust-0007 (stable across renames)
Library now: 5 customers · 18 touchpoints total
File: .plugin-context/customer-intimacy-tracker/context.json
customer-dossier — rendered dossier (read-only)"Show dossier for Renee Wynters."
CUSTOMER DOSSIER — Renee Wynters
Role: Contracting Officer
Agency / Sub-Tier / Office: DOC / NOAA / Acquisition & Grants Office
Contact: r.wynters@[REDACTED].gov · (303) 555-01xx
RECENCY STATUS: Green (last touch 0 days ago)
HOT BUTTONS:
- Zero-trust architecture maturity (asks every recompete)
- On-time deliverable history over lowest price
- Small-business participation percentage
PURSUIT LINKS:
- NOAA Data-Center Support FY27 Recompete (capture stage)
- DOC Cyber BPA (qualification stage)
TOUCHPOINT HISTORY (last 5, full history in context.json):
| Date | Type | Topic | Outcome | Follow-ups Open |
|---|---|---|---|---|
| 2026-06-01 | Call | FY26 recompete schedule | Slips to Q1 FY27; wants cyber 1-pager | 1 |
| 2026-04-22 | Email | Sources-sought response sent | Acknowledged receipt | 0 |
| 2026-03-10 | Meeting | Industry day debrief | Flagged zero-trust gap | 0 |
| 2026-01-15 | Call | Capability intro | Requested past-performance summary | 0 |
| 2025-11-08 | Email | Holiday check-in | Replied, warm | 0 |
...and 2 more in full history.
OPEN FOLLOW-UPS:
- Send zero-trust cyber one-pager (from touch 2026-06-01)
CONTEXT NOTES:
Prefers email for documents, call for scheduling. Decisions run through [REDACTED]
SBS before award. Met originally at AFCEA Rocky Mountain 2025.
Delivery · Download
Download the zip and drop it into your Claude plugins directory. Its plugin.json registers the bundled skills automatically.
Runs on your existing Claude subscription — no extra setup.
HIGH-TRUST discipline. Where this tool produces pricing, compliance, or past-performance artifacts, FAR/DFARS guardrails and "FOR INTERNAL ESTIMATE USE — NOT A PROPOSAL PRICE" disclaimers are embedded in the output. It does not replace a qualified pricer, counsel, or color-team review.
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Synthesizes a recompete lessons-learned memo, theme-refresh recommendation, and risk register from pasted prior…
Paste a pursuit stub, a customer-contact log, and a few capture context fields into three prompts.
next-best-action — recommendation block (read-only)"What's the move with Renee Wynters? We're prepping the NOAA recompete."
NEXT-BEST ACTION — Renee Wynters
Recency: Green (last touch 0 days ago)
Pursuit context: NOAA Data-Center Support FY27 Recompete (capture stage)
RECOMMENDED ACTION: Send the requested zero-trust cyber one-pager this week,
referencing the recompete-schedule call on 2026-06-01.
RATIONALE:
- Open follow-up from 2026-06-01 explicitly requested the one-pager — closing it fast
reinforces the on-time-delivery hot button she screens on.
- Zero-trust maturity is a logged hot button she raises every recompete (noted 2026-03-10
industry-day debrief flagged a zero-trust gap).
- Pursuit is in capture stage with award slipped to Q1 FY27 — early, specific artifact now
shapes the requirement while there is still runway.
ALTERNATIVE ACTIONS (if primary not feasible):
- Email a one-paragraph zero-trust summary now, full one-pager to follow.
- Offer a 20-minute call to walk the one-pager rather than send cold.
- Route a small-business-participation data point to the SBS noted in context notes.
SUGGESTED TIMING: within 5 days from today
SUGGESTED CHANNEL: email (her logged preference for documents)
(none on file), never an invented placeholder.Illustrative sample, not a real engagement.