Automated Client Follow-Up

Stop losing deals to silence. This skill reads your client or lead list, identifies contacts you haven't reached out to recently, and drafts personalized follow-up messages — so no opportunity slips through the cracks.

Run it weekly on a cron, or trigger it whenever you want to check who needs attention.

What You Get

• Stale lead detection — contacts you haven't messaged in X days
• Personalized follow-up drafts for each stale contact
• Priority ranking based on deal value, last interaction, and lead stage
• Follow-up stats (total contacts, stale count, overdue count)
• Outreach log tracking — what you sent, when, and to whom

Setup

Required

• Client list — A CSV file, Google Sheet, or any structured list your agent can read. Minimum columns: name, email (or phone), last-contacted date. More columns = better personalization.