Contacts
Key relationships for DaisyAI - mentors, advisors, prospects, and connectors.
Structure
Each contact file has:
- YAML frontmatter: name, company, status, priority, tags, linkedin, mutual_connections, last_contact
- Markdown body: why relevant, what they can help with, outreach angle, draft message, notes
Statuses
| Status | Meaning |
|---|---|
warm | Mutual connections or 1st degree - intro path exists |
cold | No warm path, cold outreach needed |
active | Currently in conversation |
advisor | Established advisory relationship |
Priorities
high- Reach out this weekmedium- Reach out this monthlow- Backlog
Tags
Common tags: mentor, advisor, investor, prospect, health-plan, health-system, private-equity, stanford, vc
Workflow
- Review profile - Check their LinkedIn for recent activity
- Refine message - Customize draft based on their recent posts/work
- Find intro path - Check mutual connections for warm intro
- Send via browser - Use Claude + Chrome MCP to send after approval
- Update file - Set
last_contactand add to notes
Current Contacts (Jan 2025)
Tier 1: Warm Paths
- gary-kurtzman.md (1st connection)
- jacob-shiff.md (77 mutual)
- james-gillespie.md (79 mutual)
- misa-nuccio.md (30 mutual)
- kelsey-hilbrich.md (23 mutual)
- rivka-gross.md (19 mutual)
- marta-zanchi.md (17 mutual)
- john-dayton.md (35 mutual)
- julia-bernstein.md (40 mutual)
- toby-barrack.md (23 mutual)
Tier 2: Cold Outreach / ND-SD Focus
- brett-mcclung.md (Stanford DCI)
- rick-abramson.md (AI + health policy)
- jennifer-christian-herman.md (health plan exec)
- erik-ragatz.md (healthcare PE)
- bernardo-llovera.md (PE operating partner)
- dan-conrad.md (BCBS ND CEO)
- bill-gassen.md (Sanford Health CEO)
- brad-reimer.md (Sanford CIO)
- chelsey-matter.md (BCBS ND Gov Programs)
- stacie-heiden.md (BCBS ND Strategy)
Key Connectors
- Christy Lofgren - connects most ND/SD contacts
- Pawan Kohli - connects many Stanford/health tech contacts
- Lance Schillinger - connects BCBS ND contacts