Setup time
20 min
One-time
Time saved
2–3 hrs
/wk on follow-up drafting and scheduling
Tools
Claude + email
Free tier works
Difficulty
Beginner
No code
Cost
Free
To implement
What this workflow does
Takes the context from a first meeting, discovery call, or sent proposal and builds a complete follow-up sequence: how many touchpoints, when to send each one, which channel to use, and what angle to lead with. Every follow-up feels deliberate and personal — not like a chase. The sequence adapts based on whether the prospect goes warm, cold, or silent.
Who it's for
- Consultants and freelancers who send proposals and then wait — hoping for a reply
- Sales-led founders who know they should follow up more but don't know what to say
- Small teams without a CRM sequence tool who need a manual but structured approach
- Anyone who has lost a deal because they followed up once and then gave up
Input
First conversation or proposal context
Notes, transcript, or proposal summary
15 min
Output
Complete follow-up sequence
Timing · channel · message per touchpoint
What you'll need
Claude (preferred)ChatGPTGmail or OutlookWhatsApp (for warm leads)
What good looks like
Follow-Up Sequence
Example output
- A sequence of 3–5 touchpoints with specific send dates, not vague 'follow up soon' notes
- Each touchpoint has a clear angle — value add, check-in, deadline nudge, or close
- Channel specified per touchpoint: email, LinkedIn, WhatsApp, or call
- Messages that reference real context from the first conversation
- A clear decision point at the end — advance, park, or close the lead