follow-up-engine

Follow-Up Engine

Processes all leads in an active outreach cadence and executes the actions due today. Each follow-up adds new value -- never repeats the same angle.

Prerequisites

• agency.config.json populated (outreach cadence, tools)
• Leads in CRM with stage = CONTACTED and active cadence

Capabilities Used

1. cold-email-drafter -- follow-up emails (Touch 2-4)
2. message-generator -- LinkedIn messages, Instagram DMs
3. crm-writer -- update CRM, add to call sheet

Phase 0: Intake

Read agency.config.json:

• outreach.company_cadence -- 10-day action map for company leads
• outreach.gig_cadence -- 2-day action map for gig leads
• tools.browser_automation -- Chrome DevTools MCP config
• notifications -- Telegram bot config

Query CRM for leads where:

• Stage = CONTACTED
• next_action_date <= today
• response_received != "Yes" (skip responded leads)

Phase 1: Classify Actions

For each company lead, determine today's action:

Day	Action
Day 1	EMAIL_1 + IG_ENGAGE
Day 2	LINKEDIN_CONNECT (personalized note)
Day 3	CALL_1 (first call)
Day 4	EMAIL_2 (new pain point angle)
Day 5	CALL_2 + IG_DM_FOLLOWUP
Day 6	REST
Day 7	EMAIL_3 (Kibi Sports case study)
Day 8	LINKEDIN_MSG (if accepted) + CALL_3
Day 9	REST
Day 10	EMAIL_BREAKUP ("not a priority, thanks")

For gig leads:

Day	Action
Day 1	PLATFORM_APPLY
Day 3	EMAIL_1 (if email found)

Group by action type:

• Emails to send (Touch 2, 3, or breakup)
• LinkedIn messages
• Instagram follow-ups
• Calls to schedule

Phase 2: Generate Follow-Up Content

Email Follow-Ups (Company Leads)

Cadence Day	Touch	Angle
Day 4	Touch 2	New pain point (NOT a "bump"). Different from Email 1
Day 7	Touch 3	Kibi Sports case study + Plasho's work
Day 10	Breakup	"Looks like this isn't a priority right now. Thanks for your time. If things change, we're here."

Each follow-up MUST:

• Add new value (different angle from previous touches)
• Reference something new (not repeat Touch 1 content)
• Be shorter than Touch 1 (40-60 words for Touch 2-3, 30-50 for breakup)
• Thread on the original email (same subject line with "Re:")

LinkedIn Messages (Day 8)

For leads where connection was accepted:

• Send a value message referencing something from their profile or recent activity
• Keep it conversational, not salesy

For leads where connection was NOT accepted:

• No action. Skip entirely. Do not re-request.

Instagram Follow-Ups

For Day 5 Instagram follow-up:

• Reference the Day 1 DM or engagement
• Keep casual and brand-relevant
• Under 2 sentences

Call Sheet Updates

For Day 3, Day 5, and Day 8:

• Add lead to crm.tabs.calling with:
  • Contact name, company, LinkedIn URL
  • Call purpose (Initial / Follow-up)
  • Brief talking points
  • Previous touchpoint summary

Phase 3: Automated Delivery

No approval gate. All follow-ups are delivered automatically via Chrome DevTools MCP.

Email Delivery

• mcp__chrome-devtools__navigate_page -> Zoho webmail
• Compose reply in thread (Re: original subject)
• Send automatically

LinkedIn Delivery

• mcp__chrome-devtools__navigate_page -> LinkedIn messaging
• Send message to accepted connections
• Skip unaccepted connections

Instagram Delivery

• mcp__chrome-devtools__navigate_page -> Instagram DMs
• Send follow-up DM
• Enforce 1 DM per 2 minutes spacing

Call Delivery

• Add to CRM "Call Today" tab via crm-writer
• Send Telegram notification: "Call leads added to sheet"

Phase 4: CRM Update

For each delivered follow-up, update CRM:

• last_action = action taken
• last_action_date = today
• next_action = next action from cadence
• next_action_date = calculated date (skip weekends)
• cadence_day = current day

For breakup emails (Day 10):

• Update stage: CONTACTED -> BREAKUP_SENT
• No next action scheduled
• Cadence is complete

Phase 5: Telegram Confirmation

After all follow-ups are sent, send Telegram message:

"Follow-ups completed. [N] emails, [N] LinkedIn messages, [N] IG DMs sent. [N] calls added to sheet."

If no follow-ups were due: "No follow-ups due today."

Phase 6: Summary

FOLLOW-UP SUMMARY -- [Date]
---
Follow-ups executed: N
- Emails sent: N (Touch 2: X, Touch 3: Y, Breakup: Z)
- LinkedIn messages: N
- Instagram DMs: N
- Added to call sheet: N

Skipped (lead responded): N
Skipped (LinkedIn not accepted, Day 8): N
Leads at breakup: N (cadence complete)

Telegram notification: Sent

Example Usage

Trigger phrases:

• "Run today's follow-ups"
• "What follow-ups are due today?"
• "Process the cadence for active leads"
• "Send follow-up emails"