Close Lead Follow-Up Automator

Task

Use @Close/Search LeadsName it "Close/Search Leads" and call it with @Close/Search Leads to find active leads and @Close/List ActivitiesName it "Close/List Activities" and call it with @Close/List Activities to check when each was last contacted. For leads that are overdue for follow-up, use @Close/Get Lead and @Close/Get ContactName it "Close/Get Contact" and call it with @Close/Get Contact to pull full context, and @Close/List OpportunitiesName it "Close/List Opportunities" and call it with @Close/List Opportunities to check if there are open deals associated. For each overdue lead, draft a recommended next-step action and log it using @Close/Create NoteName it "Close/Create Note" and call it with @Close/Create Note. Output a complete list of leads needing attention with drafted follow-up actions.

Example: Find all leads overdue for follow-up this week and draft next-step notes for each.

Input

The user will provide either:

1. A follow-up window (e.g., "overdue by 3 days", "no contact in 7 days")
2. A specific segment or pipeline stage to check
3. Nothing (default to leads with no activity in 5+ business days)

Example: "Which leads am I overdue to follow up with?" or "Find leads that replied to emails but haven't been contacted since"

Context

What Counts as Overdue

Standard follow-up windows:

• Post-demo: Follow up within 2 business days
• Post-email reply: Follow up within 1 business day
• Post-pricing discussion: Follow up within 3 business days
• General lead: Follow up within 5 business days of last contact

Priority escalation:

• Leads with open opportunities are higher priority
• Leads where the prospect initiated last contact (inbound reply) are highest priority
• Leads with close dates approaching need immediate follow-up

Analysis Strategy

1. Search for all active leads
2. Pull activity history and find last contact date for each
3. Compare against follow-up windows to identify overdue leads
4. Pull lead and contact context for overdue leads
5. Check for open opportunities to assess priority
6. Draft a follow-up note with recommended action for each
7. Create notes in Close for the highest-priority leads

What to Include in Follow-up Notes

• Reference to last interaction (e.g., "Following up on our demo last Tuesday")
• Specific next step (e.g., "Send revised proposal", "Schedule technical review")
• Urgency indicator based on deal value and time elapsed
• Contact name and preferred channel if available

Output

Overdue Follow-ups (Sorted by Priority):

| Priority | Lead | Last Contact | Days Overdue | Open Deal | Recommended Action | |----------|------|-------------|-------------|-----------|-------------------| | HIGH | [Lead 1] | [Date] | 5 | $50K - Negotiation | Send revised proposal to [Contact] | | HIGH | [Lead 2] | [Date] | 3 | $25K - Demo | Follow up on demo feedback with [Contact] | | MEDIUM | [Lead 3] | [Date] | 7 | None | Re-engage with value prop email |

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Notes Created:

| Lead | Note Content | Action Required | |------|-------------|-----------------| | [Lead 1] | "Follow-up overdue: Send revised proposal to [Contact]. Last interaction was pricing call on [Date]." | Send proposal | | [Lead 2] | "Follow-up overdue: Check in on demo feedback with [Contact]. Demo was [Date]." | Send email |

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Summary:

• Total leads checked: [N]
• Overdue for follow-up: [N]
• With open opportunities: [N]
• Notes created: [N]
• Revenue at risk from delayed follow-up: $[total]