client-follow-up

# 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.

### Optional (but recommended)
- **Send access** — If you want the agent to send follow-ups after your approval (Gmail, Outlook, or SMS via Twilio)
- **CRM integration** — If you use a CRM (HubSpot, Notion database, Airtable), point the agent at it instead of a CSV
- **Calendar access** — So the agent can suggest meeting times in follow-ups
- **Delivery channel** — Telegram/Discord for follow-up digest notifications

### Configuration

Tell your agent:

1. **Client list location** — file path, Google Sheet URL, or CRM connection
2. **Stale threshold** — how many days without contact before a lead is "stale" (default: 14 days)
3. **Critical threshold** — how many days before a lead is "at risk" (default: 30 days)
4. **Follow-up style** — your tone (professional, casual, friendly, direct) so drafts match your voice
5. **Follow-up schedule** — when to run (default: every Monday at 9:00 AM local)
6. **Max follow-ups per run** — limit drafts per cycle (default: 10)
7. **Delivery** — where to send the follow-up digest (Telegram, Discord, file)
8. **Industry/context** — what your business does, so follow...