Contact Management

Keep important relationships active across personal and family scope.

Important people slip through the cracks when follow-up lives in memory.

Common Approach	Where It Breaks	How Life OS Handles It
Manual contact books / phone contacts	No ritual or interaction timeline, no cadence, and no automatic calendar sync.	Track activities, reminders, birthdays, and rituals with automatic calendar and inbox integration.
Ad-hoc chat reminders	No history, weak search, hard to delegate follow-up.	Structured CRM timeline with overdue logic and recurring reminders.

Expected Outcomes

- Separate personal and family visibility without duplicate data entry.
- See overdue contacts and upcoming birthdays before they become missed moments.
- Rituals and reminders sync into calendar workflows while staying linked to CRM history.

Family

Family responsibilities become unclear when coordination is informal.

Financial Profile

Families cannot quickly answer where they stand financially today.

Financial Planning

Major decisions are made without scenario testing or shared assumptions.