client-follow-up

What This Skill Does

The Client Follow-Up skill is an intelligent assistant designed to prevent business opportunities from fading away due to inactivity. By automatically monitoring your client list, it acts as a proactive sales coordinator. It identifies stale leads, categorizes them by urgency, and crafts personalized outreach messages that mirror your specific brand voice. Whether you are a solo consultant or managing a high-volume sales funnel, this tool ensures you maintain consistent communication without manual tracking.

Installation

Installing the skill is straightforward through the OpenClaw CLI. Open your terminal and run the following command:

clawhub install openclaw/skills/skills/ceobotson-bot/doctorclaw-client-follow-up

Once installed, ensure your agent has read permissions to your chosen data source (CSV, Notion, or CRM API) and write permissions if you intend for the agent to draft messages directly into your email client or CRM drafts folder.

Use Cases

• Consultancy Pipeline Management: Automatically reach out to prospective clients who haven't responded to your proposal in over two weeks.
• SaaS Customer Retention: Flag users who haven't logged into their dashboard recently and send a friendly check-in to offer support or training.
• Real Estate Lead Nurturing: Categorize leads by their last interaction date and urgency to ensure high-value clients are contacted first.
• Sales Development: Maintain a 'warm' relationship with cold leads by sending automated, value-add content pieces based on your industry.

Example Prompts

1. "Run the client follow-up sequence using my 'Active-Leads' Google Sheet. Focus on leads in the 'At Risk' category and draft personalized emails offering a 10-minute strategy call, maintaining a professional and helpful tone."
2. "Set up a weekly cron job for the follow-up skill. Every Monday at 9:00 AM, identify anyone who hasn't been contacted in 21 days, prioritize them by deal value, and send a summary of the 5 most urgent follow-ups to my Telegram."
3. "Update my outreach configuration: Change the stale threshold to 21 days and the critical threshold to 45 days. My business is a boutique design agency, so make sure all drafts are friendly, casual, and highlight our recent portfolio update."

Tips & Limitations

• Data Quality: The effectiveness of this skill is directly tied to your data. Ensure your 'last-contacted' date column is consistently updated.
• Avoid Spamming: Use the 'Max follow-ups' setting to prevent overwhelming your inbox or burning out your leads.
• Human-in-the-loop: Always review drafts before sending. While the AI is excellent at tone, you remain the final authority on client relations.
• Limitations: This skill does not automatically infer intent from incoming email replies; it relies on your structured input data. If you have complex email threads, ensure your CRM integration is properly synced to the 'last-contacted' field.