Use cases / 🤝 Customers & sales

Follow up every lead

Your agent tracks enquiries and drafts the follow-up at the right time, so no lead goes cold.

How your agent does it

  1. Keeps a simple list of leads
  2. Notes the next step for each
  3. Drafts follow-ups on day 2, 7 and 14
  4. Tells you who to call today

Example prompt

Here are this month's enquiries. Tell me who to follow up today and draft the messages.

Good to know

  • Difficulty: easy
  • Typical benefit: More jobs won
  • Works best on: ChatGPT, Claude, OpenClaw, Hermes
  • Agent job: Sales Assistant, with Planner

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