Remi Tasks — CRM & Relationships

Remi Tasks

🔵 In Progress

• Apollo → vault direct pipeline — Currently writes to Twenty CRM (deprecated). Needs update to write directly to vault
  • Daemon: vault_sync_daemon.py has sync_apollo_people() but queries are limited. Leadgen.py still targets Twenty.
  • Fix: update leadgen.py to write to vault instead of Twenty CRM

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🟢 Completed

• 107 Apollo people imported (source now correctly labeled source: apollo)
• 7 Fireflies-sourced people labeled source: fireflies
• All 25 Company notes created with research
• Luqra (correct spelling) — full company profile with product research
• RevTech-Labs.md — full investor profile with all open items

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🔴 Blocked

• Apollo → vault dedup test (depends on pipeline fix above)
• 232 people from Twenty CRM Apollo imports not yet merged into vault

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⚪ Backlog

• importance_score calibration — all 107 Apollo people defaulted to 5; needs scoring based on title/company/meetings
• status calibration — all defaulted to lead; hot leads vs cold vs partner vs investor
• Email → Person linking (when email involves known contact, update their Person note)
• Quarterly relationship health scan (flag contacts >30 days no touch)
• Processor Marketplace canvas file
• Add more processors (Square, Global Payments, etc.)

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Active CRM

• All People (114 notes)
• All Companies (25 notes)
• RevTech Labs — active investor (urgent: SVB onboarding)

Protocol

Remi reads relevant 03-CRM/People/ and 03-CRM/Companies/ notes before any outreach. After any contact: update last_contact, action_items, next_follow_up on the Person note.