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OpenClaw

client-follow-up

Automated client follow-up — scan your client list, find stale leads, draft personalized outreach. Weekly cron or on-demand.

ceobotson-bot0 来源安装数☆ 0 仓库 Starsv1.0.0

安装与使用

请根据来源仓库和你的 AI 工具说明安装此技能。先阅读技能文件和依赖要求,再添加到工作流。

SkillHub CLI

skillhub install ceobotson-bot/doctorclaw-client-follow-up

打开来源仓库,查看说明和兼容环境后,按来源提供的命令或步骤安装。

将来源链接提供给你的 Agent,让它先读取说明、核对依赖,并向你说明将执行的安装步骤。

查看来源 ↗使用指南

技能说明

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...

来源信息

Source
github
Repository
openclaw/skills
Path
skills/ceobotson-bot/doctorclaw-client-follow-up
Version
1.0.0
Commit
6e9d9b7172a72991e9c0607f5d7b10dbf249fc0c
分类来源
rules
状态
active
可见性
public

这些信息来自收录时的来源分析,可能滞后;使用前请核对最新来源文件。

来源内容

SKILL.md
# 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...

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