# Contact Relationship Recap

> Recap where you stand with one person across recent conversations, classify their posture toward you, and read whether the relationship is warming or cooling.

**Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-contact-relationship-recap

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## Overview

Contact Relationship Recap tells you where you stand with one person, read from your recent conversations with them. It blends two sources: contact-scoped conversation intelligence for what this individual has actually said lately, and contact research for their role and background. The result is a picture of their posture toward you and, more usefully, the direction that posture is moving.

The skill classifies each person into a clear posture: engaged champion, supportive, neutral, skeptical, or gone quiet. It then reads trajectory, whether that stance is strengthening or weakening, and grounds the call in evidence from the conversations. It will not name someone a champion, or flag a risk, that the actual dialogue does not support. Alongside posture it pulls what the person has raised recently, what they have committed to, and what they are waiting on from you.

This is a recent read, not a full history. Conversation intelligence reasons over the last few engagements and cannot search by topic or count mentions, so the recap reflects the current arc of the relationship rather than every interaction on record. When no conversation data exists for the person, the skill falls back to the contact-research view. It states clearly that the relationship read is limited without connected conversation history, and points you to your ZoomInfo admin to confirm coverage.

## What It Does

- **Posture classification**: Places the person on a clear scale from engaged champion through supportive, neutral, and skeptical to gone quiet, with the evidence behind the call.
- **Trajectory read**: Says whether the relationship is strengthening or weakening and ties that direction to what changed, such as a reorg or a successful pilot.
- **Recent-from-them summary**: Lists what the person has actually said or asked for lately, each point traced to the meeting it came from.
- **Commitment tracking**: Surfaces what they promised and what they are waiting on from you.
- **Next-step suggestion**: Recommends one evidence-based move to re-engage or advance, drawn from the conversations rather than a generic playbook.
- **Graceful fallback**: Gives the role-and-background view and names the limitation when conversation data is unavailable.

## Use Cases

### Reading a Relationship Before Reaching Out

You are about to contact someone you have not spoken with in a few weeks and want to strike the right tone. Run the recap on the contact. It returns their current posture, what they last raised, and any open ask still sitting with you. You reach out already knowing whether to reconnect warmly or rebuild from a cooler footing.

### Confirming a Champion Is Still Engaged

A deal depends on one internal advocate, and you need to know the advocacy still holds. Set the lens to whether the champion is still engaged. The recap reads recent conversations for their level of engagement and influence. It tells you whether the signal is holding or fading, instead of assuming the relationship is as strong as it was at the start.

### Checking Whether Sentiment Cooled

A demo did not land the way you hoped, and you want to know if it changed how a stakeholder sees you. Point the recap at the contact with a lens on post-demo sentiment. It reads what they said afterward, classifies where they now sit, and shows the shift with evidence, so your next move responds to reality instead of hope.