Automated Client Follow-Up

---

name: client-follow-up

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

version: 1.0.0

tags: [sales, crm, follow-up, outreach, automation]

metadata:

clawdbot:

emoji: "🤝"

source:

author: DoctorClaw

url: https://www.doctorclaw.ceo

---

# 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

Setup

Required

Optional (but recommended)

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-ups are relevant (e.g., "web design agency", "real estate investor", "SaaS founder")

How It Works

Step 1: Load Client List

Step 2: Identify Stale Contacts

Sort contacts into 3 categories based on days since last contact:

**🔴 AT RISK — Over critical threshold (30+ days)**

**🟡 STALE — Over stale threshold (14-30 days)**

**🟢 ACTIVE — Within threshold (< 14 days)**

Step 3: Rank & Select

- Deal value weight: higher value = higher priority

- Days overdue weight: more overdue = higher priority

- Deal stage weight: closer to closing = higher priority

Step 4: Draft Follow-Ups

For each selected contact, draft a personalized follow-up message:

- Re-engagement: "Haven't heard from you in a while — still interested in X?"

- Value-add: "Saw this article about [their industry] and thought of you"

- Check-in: "How's [project/initiative they mentioned] going?"

- Nudge: "We had discussed [service/product] — any questions I can answer?"

- Meeting request: "Would love to catch up — free for a quick call this week?"

Step 5: Compile Follow-Up Digest

Format the digest:

🤝 Follow-Up Digest — [Date]

📊 PIPELINE STATUS
Total contacts: [X] | At risk: [X] | Stale: [X] | Active: [X]
Oldest untouched: [X days] — [Contact Name]

🔴 AT RISK ([X] contacts)
1. [Name] — [Company] | Last contact: [X days ago]
   Stage: [deal stage] | Value: [deal value]
   📝 Draft: "[First line of follow-up...]"

2. [Name] — [Company] | Last contact: [X days ago]
   Stage: [deal stage] | Value: [deal value]
   📝 Draft: "[First line of follow-up...]"

🟡 STALE ([X] contacts)
3. [Name] — [Company] | Last contact: [X days ago]
   Stage: [deal stage]
   📝 Draft: "[First line of follow-up...]"

4. [Name] — [Company] | Last contact: [X days ago]
   Stage: [deal stage]
   📝 Draft: "[First line of follow-up...]"

🟢 ACTIVE ([X] contacts) — no action needed

💡 INSIGHTS
• [X] contacts haven't been reached in 30+ days
• Top deal at risk: [Name] — $[value]
• Suggested: Block 30 min this week for follow-up calls

Step 6: Deliver & Track

Examples

**User:** "Check my follow-ups"

**Agent runs the workflow and responds:**

> 🤝 Follow-Up Digest — Monday, March 10

>

> 📊 PIPELINE STATUS

> Total contacts: 34 | At risk: 3 | Stale: 7 | Active: 24

> Oldest untouched: 45 days — Lisa Park

>

> 🔴 AT RISK (3 contacts)

> 1. **Lisa Park** — Greenfield Properties | Last contact: 45 days ago

> Stage: Proposal sent | Value: $4,800

> 📝 Draft: "Hi Lisa, I wanted to circle back on the proposal I sent over last month. Happy to walk through any questions or adjust the scope if needed. Would Thursday or Friday work for a quick call?"

>

> 2. **James Wu** — TechStart Inc | Last contact: 38 days ago

> Stage: Discovery | Value: $2,400

> 📝 Draft: "Hey James, we had a great conversation about streamlining your onboarding process. I put together a few ideas since we last spoke — mind if I send them over?"

>

> 3. **Maria Santos** — Bloom Studio | Last contact: 31 days ago

> Stage: Interested | Value: $1,200

> 📝 Draft: "Hi Maria, just checking in — are you still looking to revamp your client intake process? I'd love to help whenever the timing is right."

>

> 🟡 STALE (7 contacts)

> 4. Dave Chen — Redline Motors | 22 days ago

> 5. Priya Patel — Sapphire Consulting | 19 days ago

> 6. Tom Bradley — Bradley & Sons | 18 days ago

> 7. (+ 4 more)

>

> 🟢 ACTIVE (24 contacts) — no action needed

>

> 💡 INSIGHTS

> • 3 contacts at risk of going cold — $8,400 in pipeline value

> • Lisa Park is your highest-value stale lead

> • Suggested: Prioritize Lisa and James this week

**User:** "Send 1 and 2. Edit 3 to mention we have a spring discount."

**Agent:** Sends follow-ups 1 and 2 as drafted. Updates draft 3 with spring discount mention, shows updated version for approval.

---

**User:** "Set up weekly follow-ups every Monday"

**Agent:** Configures cron for Monday 9:00 AM, confirms:

> "Client follow-up scheduled for every Monday at 9:00 AM. I'll scan your contact list, flag anyone going cold, and draft personalized messages for your review."

---

**User:** "Add a new contact: Sarah Kim, sarah@buildright.co, met at conference, interested in the $495 setup"

**Agent:** Adds to client list with today as first-contact date, stage: "Interested", notes: "Met at conference, interested in Guided Setup ($495)." Confirms the addition.

Customization Ideas

Want More?

This skill handles follow-up tracking and outreach drafting. But if you want:

**DoctorClaw** sets up complete OpenClaw systems for businesses:

→ [doctorclaw.ceo](https://www.doctorclaw.ceo)