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- sales follow up agent
sales follow up agent
A structured sales outreach tool that turns cold leads into active deals using evidence-based follow-up sequences.
$5
Works with the AI tools you already use
sales follow up agent
Example session with this skill installed
A lead for my web design service went quiet after I sent a $5k quote. They loved the portfolio but mentioned they might wait until Q3. I want to follow up without being annoying.
- Read your context and instructions
- Compiled the sales follow up
I have analyzed the lead context for your web design service. The evidence suggests the prospect is interested but currently blocked by timing (Q3 preference) and potential budget sensitivity given the $5k quote.
Sales Follow-up Analysis
| Item | Value | Status |
|---|---|---|
| Offer | $5,000 Web Design Package | Verified |
| Last Response | "Love the portfolio, might wait until Q3" | Verified |
| Objection | Timing / Budget Prioritization | Supported |
| Desired Next Step | Discovery call or deposit for Q3 slot | Hypothesis |
Analysis
| Dimension | Score | Evidence | Why It Matters |
|---|---|---|---|
| Context Continuity | 5/5 | Explicit positive feedback on portfolio. | High affinity makes re-engagement easier. |
| Objection Category | 4/5 | Prospect cited Q3 timing. | Shift focus from "why now" to "planning for then." |
| CTA Friction | 2/5 | Asking for $5k now is high friction. | Need a lower stakes bridge to Q3. |
| Timing | 3/5 | Current gap is likely 2-3 months. | Frequency should be low (monthly). |
Recommended Next Move
Primary Action: Send a "Portfolio Insights" value-add email. Instead of asking for the sale, share a 3-point breakdown of a specific feature in your portfolio that solves a problem they mentioned, then offer to "pencil in" a Q3 strategy session with no commitment.
Supporting Actions:
- Connect on LinkedIn and engage with one of their recent posts to stay top-of-mind.
- Send a "Q3 Prep Checklist" PDF in 3 weeks to help them organize their internal requirements.
Validation Plan
| Question | Evidence Needed | Cheapest Test | Pass Signal |
|---|---|---|---|
| Is Q3 a firm start date? | Prospect confirmation | "Are you aiming for a July 1st launch?" | "Yes, we want to go live in July." |
Next steps
- Draft the "Portfolio Insights" email using the "Value-First" framework.
- Set a calendar reminder for the 3-week checklist follow-up.
- Review your Q3 capacity to see if you can offer a "Early Bird" slot reservation.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
The problem
Leads go cold and deals stall because follow-up attempts feel repetitive, desperate, or lack a clear reason to reconnect. Most outreach fails because it focuses on the salesperson's needs rather than resolving the prospect's specific objections or timing constraints.
What it does
- Analyzes conversation history to identify specific buyer objections and deal context.
- Generates structured follow-up sequences that add new value in every interaction.
- Calculates timing appropriateness and CTA friction to prevent prospect harassment.
- Produces a graceful "close-the-loop" message for leads that have genuinely reached an exit condition.
Why this beats prompting it yourself
Generic prompts often result in "just checking in" emails that annoy prospects. This skill uses a rigorous evaluation framework to score deal dimensions like Context Continuity and CTA Friction, ensuring recommendations are based on evidence rather than AI guesswork.
Use cases
- Re-engaging a high-value prospect who went silent after receiving a proposal.
- Drafting a respectful response to common sales objections regarding budget or timing.
- Designing a multi-touch sequence for a service business lead with low pressure.
- Establishing clear next steps and exit conditions for stalled B2B negotiations.
Known limitations
Does not integrate directly with CRM or email service provider APIs. Requires manual input of conversation context.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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Click the path to copy it. Create the folder if it does not exist yet.
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