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AI-Powered Relationship Management System: How I Use Cursor to Transform Conversations into Strategic Assets

Dear Assad,

My friend Tim Joo mentioned that you were intrigued by the Apple Watch conversation recording idea for sales professionals and relationship management.

I love that. And felt called to document and share for the first time my complete system that has revolutionized how I manage hundreds of relationships and convert every conversation into actionable intelligence.

The Core Philosophy: Context is King​

The fundamental principle underlying this entire system is simple: The more context you have on a person, the more effectively you can achieve desired outcomes with them.

Whether you're:

  • Nurturing a friendship
  • Closing a multi-million dollar enterprise deal at TikTok
  • Building strategic partnerships
  • Managing client relationships
  • Creating value-aligned communities

Having comprehensive, searchable, AI-enhanced context on every interaction gives you an exponential advantage. This isn't about manipulation—it's about never forgetting what matters to the people who matter to you.

Part 1: The Recording Layer (Capture Everything)​

The Apple Watch Setup​

  1. Equipment:

    • Apple Watch (any model with voice memo capability)
    • Privacy screen for Apple Watch ($5-10 on Amazon) - makes recording indicator nearly invisible

  2. Recording Process:

    • Open Voice Memos app on Apple Watch
    • Start recording
    • Double or triple tap the crown button to hide the app (leaves only small yellow indicator)
    • Privacy screen obscures even this indicator

  3. Pro Tips:

    • For meetings over 90 minutes, stop and restart recording to avoid file size issues
    • Recordings automatically sync to Voice Memos on all Apple devices
    • Name files immediately: "[Person Name] - [Context] - YYYY-MM-DD"
    • Use TextExpander or similar for date formatting shortcuts (e.g., "ZDATE" → "2025-11-18")

Virtual Meeting Recording​

For remote conversations, I highly recommend Granola - it stealthily records phone calls, Zoom, Google Meet, etc. This has been invaluable for capturing virtual meetings without the awkwardness of announcing recording.

Part 2: The Processing Layer (Transform Audio to Intelligence)​

Transcription Workflow with TurboScribe​

  1. Upload: Drag voice memo files to turboscribe.ai
  2. Speaker Detection:
    • For 2-person conversations: Select "2 speakers"
    • For group meetings: Select "Detect as many speakers"
  3. Speaker Labeling: Assign real names to Speaker 1, Speaker 2, etc.
  4. Export: Download as TXT file (most flexible format for AI processing)

Why TurboScribe?​

  • Accurate transcription even with technical/business jargon
  • Excellent speaker diarization
  • Reasonable pricing for heavy users
  • Fast processing times

Part 3: The Repository Structure (Your Second Brain)​

This is where the magic happens. I use a simple folder structure as a comprehensive CRM that no traditional software can match. Here's the basic structure:

/relationships/           # One file per person
│   ├── assad-ali.md
│   ├── tim-joo.md
│   └── README.md        # Template for consistency
│
/transcripts/            # Conversation summaries
│   ├── 2025-11-18-gary-assad-gaming-strategy.md
│   └── README.md        # How to process transcripts
│
/content-summaries/      # Optional: Articles, videos, podcasts you've consumed
│   └── 2025-11-18-tiktok-gaming-trends-article.md
│
/strategic-documents/    # Plans, proposals, frameworks
    └── 2025-11-18-partnership-proposal-template.md

Note on Content Summaries: I also maintain a folder of summaries for content I consume (articles, videos, podcasts). While not essential, these become incredibly valuable context when stored alongside your relationships. For example, if I read an article about TikTok's gaming strategy, that summary becomes searchable context when I'm preparing for conversations with you.

Relationship Files Structure​

Each person gets a comprehensive markdown file tracking:

  • Basic Info: Contact details, location, role
  • Professional Background: Career trajectory, expertise, achievements
  • Personal Background: Family, interests, values, personality traits
  • Interaction History: Chronological record of every conversation
  • Strategic Value: How we can help each other
  • Key Quotes: Memorable statements that capture their essence
  • Network Connections: Who they know, who they've introduced me to
  • Communication Preferences: How they like to be contacted
  • Recent Developments: Latest updates on their life/career

Transcript Processing​

Raw transcripts become structured summaries with:

  • Overview: 2-3 sentence executive summary
  • Key Topics: Organized by theme, not chronology
  • Direct Quotes: Particularly important statements
  • Action Items: Specific follow-ups required
  • Strategic Insights: Patterns, opportunities, relationship dynamics

Part 4: The AI Layer (Cursor as Your Relationship Copilot)​

Why an AI IDE Instead of a Traditional CRM?​

  1. (Near-)Unlimited Context: Can reference entire conversation history when drafting any communication
  2. Natural Language Queries: "What did Assad say about gaming monetization in our last three conversations?"
  3. Relationship Intelligence: "Based on everything I know about Assad and Tim, what's the best way to structure this partnership proposal?"
  4. Content Generation: "Draft a birthday message for Assad that references our shared interests and recent conversations"
  5. Pattern Recognition: "Which of my contacts have expressed interest in AI education tools?"

The Document Creation Superpower​

Here's what most people miss: Cursor isn't just for managing relationships—it's the best document editor that exists today.

When I need to create any strategic document—a partnership proposal, a deck outline, an executive summary—I always start in Cursor. The workflow is transformative:

  1. First Pass in Cursor: "Create a partnership proposal for Assad based on all our conversations and what I know about TikTok's gaming strategy"
  2. AI-Powered Editing: The editing experience in Cursor is vastly superior to ChatGPT or Claude's native UIs:
    • Edit multiple sections simultaneously
    • See exactly where changes were made (diff view)
    • Toggle between different AI-suggested versions
    • Undo/redo AI edits with full history
  3. Export and Collaborate: Once I have a solid markdown draft, I paste it into Google Docs for feedback from colleagues or final polish

This isn't just about efficiency—it's about quality/relevance. When your AI has context on every conversation, every document you create is infused with relationship intelligence. That strategic document or deck isn't generic; it's precisely tailored to your audience's stated needs, concerns, and communication style.

My Processing Template​

When I process a new transcript, I paste it into Cursor with this prompt:

Please process this transcript between myself and [Person Name] on [Date]

Create/update the relationship file for this person using this template:

# [Person Name]

## Basic Info
- Location: [City, State/Country]
- Role/Occupation: [Current role]
- Contact: [Email/phone if appropriate]
- Met: [How/where you connected]

## Professional Background
[Current role, previous experience, expertise areas, achievements]

## Personal Background
[Family, education, interests, values]

## Interaction History
### [Date]: [Brief Description]
- Key topics discussed
- Important quotes
- Outcomes or follow-ups

## Strategic Value & Collaboration Areas
[How you can help each other, opportunities, shared interests]

## Notes & Observations
[Communication style, personality insights, trust level]

---

Also create a transcript summary with this structure:

# [Date]-[brief-description].md

## Overview
[2-3 sentence summary]

## Key Topics Discussed
### [Major Topic 1]
- Important points with "direct quotes where valuable"

### [Major Topic 2]
- Continue with key insights

## Action Items
- Specific follow-ups needed

## Key Quotes
- "Memorable statements that capture important insights"

Here is the transcript: [Paste transcript]

The AI then:

  1. Creates/updates relationship files
  2. Generates comprehensive transcript summaries
  3. Extracts action items
  4. Identifies strategic opportunities
  5. Updates interaction histories

Part 5: Strategic Applications for Enterprise Sales​

For Someone in Your Position at TikTok​

This system would be transformative for managing:

  1. Enterprise Client Relationships

    • Track every stakeholder in complex B2B deals
    • Remember personal details that build trust (kids' names, hobbies, concerns)
    • Pattern match successful deal characteristics

  2. Gaming Partner Ecosystem

    • Maintain context on hundreds of gaming studios
    • Track partnership evolution over time
    • Identify cross-partnership opportunities

  3. Internal Stakeholder Management

    • Document key decisions and their rationale
    • Track political dynamics and alliances
    • Build cases for promotions/initiatives with comprehensive evidence

  4. Strategic Intelligence

    • Competitive intelligence from partner conversations
    • Market trends from aggregated discussions
    • Predictive insights from pattern recognition

Example Use Cases​

Scenario 1: Major Gaming Publisher Negotiation

Query: "Show me all conversations with [Publisher] stakeholders where monetization concerns were raised, and generate a proposal that addresses each specific concern with TikTok's solutions"

Scenario 2: Annual Business Review Prep

Query: "Create a relationship map showing all interactions with [Client] this year, highlighting value delivered, unresolved issues, and expansion opportunities based on their stated 2026 priorities"

Scenario 3: Conference Follow-Up

Query: "Knowing that I recently talked to 10 potential partners at Gaming Summit, prioritize follow-ups by partnership potential and create personalized outreach for the top 10"

Part 6: Next Steps​

  1. Get an Apple Watch and set up Apple Watch (and Granola) recording workflow
  2. Install TurboScribe and process first 5 conversations
  3. Create basic folder structure in your preferred AI IDE

Closing Thoughts​

I'd be happy to discuss implementation strategies specific to your role at TikTok and explore how this could transform you and your colleagues' effectiveness.

Best regards,

Gary Sheng

P.S. This document itself was created using the system I've described—Cursor helped me structure and write it based on the context from hundreds of conversations about relationship management, sales strategy, and the specific recording I made for you. The system doesn't just manage relationships; it helps you create value from them.