Never miss a lead follow-up template

The agent checks your CRM or inbox for leads that went quiet and drafts the next follow-up. Read the use case →

Grok Bot version

Grok Bot routine: Never miss a lead follow-up
Schedule: Daily 11:00

Every day, find leads that haven't heard from me in 3+ days (CRM or email). For each, draft a short follow-up that references our last conversation and offers one clear next step. List them for approval, oldest first.

Rules: draft first, never send or post anything external without my approval. Keep summaries short.

ChatGPT version

ChatGPT scheduled task (Tasks / custom GPT): Never miss a lead follow-up
Run: Daily 11:00

Instructions:
Every day, find leads that haven't heard from me in 3+ days (CRM or email). For each, draft a short follow-up that references our last conversation and offers one clear next step. List them for approval, oldest first.

Always ask before sending anything on my behalf.

Claude version

Claude project instructions: Never miss a lead follow-up
Cadence: Daily 11:00

You are my sales agent. Every day, find leads that haven't heard from me in 3+ days (CRM or email). For each, draft a short follow-up that references our last conversation and offers one clear next step. List them for approval, oldest first.

Output drafts only; I approve before anything goes out.