Sales Follow-ups

What it handles (10 flights)

• Stale deal digest

  Scheduled (0 8 * * 1-5)

  Open the pipeline in {{crm_url}}. List every open deal with no activity for more than {{stale_days}} days. For each include deal name, stage, value, owner, last activity date and the next step recorded, sorted by value. This is read-only — do not update stages, edit records or send anything.

  Needs: Custom site

• Silent prospect follow-up drafts

  On demand

  For each prospect in this list: {{prospect_list}} — check the CRM and mailbox for the last interaction. If there has been no reply, draft a short follow-up email that references the last conversation and suggests one clear next step. Show every draft with its recipient. Do not send any email and do not invent details that are not in the record.

  Needs: Gmail, Custom site

• Meeting prep brief

  Scheduled (0 17 * * 1-5)

  Look at tomorrow calendar in the connected Gmail account. For each external meeting prepare a one-page brief: attendee names and companies, roles, recent email history, open deals from the CRM, likely agenda and three questions to ask. Flag any meeting with no agenda or unknown attendees. Do not email attendees or change the calendar — prepare the briefs only.

  Needs: Gmail, Custom site

• Inbound lead reply drafts

  Scheduled (30 9 * * 1-5)

  Check the sales inbox for new inbound leads from the last 24 hours that have not been answered. For each one summarize the request, look up the company, note fit against the offering and draft a reply that answers the questions and proposes a call. Do not send anything — present the drafts as a queue for approval.

  Needs: Gmail

• Pipeline hygiene check

  Scheduled (0 9 * * 1)

  Review the pipeline in {{crm_url}} for data problems: deals with no next step, past close dates, missing amounts, duplicate records and stages that have not moved in over {{stale_days}} days. List each issue with the record link and a suggested fix. Do not edit any record — report the list for review.

  Needs: Custom site

• Proposal follow-up drafts

  Scheduled (0 14 * * 2,4)

  Open the proposal tracker at {{proposal_tracker_url}} and find proposals sent more than {{follow_up_days}} days ago with no response. For each, check the mailbox for any reply, then draft a short follow-up that restates the value and asks one direct question. Do not send anything and do not alter the tracker status — drafts only.

  Needs: Gmail, Custom site

• Renewal reminder list

  Scheduled (0 8 * * 1)

  From the CRM at {{crm_url}}, list every contract or subscription renewing in the next {{renewal_days}} days. Include account, renewal date, value, owner, usage notes visible in the record and any risk flag. Do not send renewal emails or change dates — produce the list for the user.

  Needs: Custom site

• Win/loss note capture

  Scheduled (0 10 * * 5)

  Review deals marked won or lost in {{crm_url}} during the last 7 days. For each, check email threads and notes for the reason and capture a short structured note: outcome, reason, competitor involved, price factor and lessons. Present the notes for review. Do not write anything back to the CRM without approval.

  Needs: Gmail, Custom site

• Weekly outreach list

  On demand

  Build the next outreach list from the CRM at {{crm_url}}: contacts in the segment {{segment}} who have not been contacted in the last {{cooldown_days}} days and match the ideal customer profile in the attached documents. For each contact include name, company, title, last touch and a one-line reason to reach out. Do not send or schedule any outreach — prepare the list only.

  Needs: Custom site

• Friday pipeline summary

  Scheduled (0 16 * * 5)

  Compile the week from {{crm_url}}: new deals, stage changes, deals won and lost with values, proposals sent and replies received. Keep it to one page and end with the five deals that need attention next week. Read-only — do not update any record or send any message.

  Needs: Custom site