/follow-up

Follow-Up Management

Handle follow-up operations based on $ARGUMENTS. Database at ${CLAUDE_PLUGIN_ROOT:-$(pwd)}/data/soy.db.

Determine the Operation

• "list" → Show pending follow-ups
• "complete " → Mark a follow-up as done
• Contact name → Draft a follow-up message for that person
• Contact name + context → Draft a follow-up with specific context

List Pending Follow-Ups

SELECT f.id, f.due_date, f.reason, f.status, c.name as contact_name
FROM follow_ups f JOIN contacts c ON f.contact_id = c.id
WHERE f.status = 'pending'
ORDER BY f.due_date ASC;

Highlight overdue items (due_date < today).

Complete a Follow-Up

UPDATE follow_ups SET status = 'completed', completed_at = datetime('now') WHERE id = ?;
INSERT INTO activity_log (entity_type, entity_id, action, details)
VALUES ('contact', (SELECT contact_id FROM follow_ups WHERE id = ?), 'follow_up_completed', json_object('follow_up_id', ?));

Draft a Follow-Up Message

1. Look up the contact and gather recent context:

   • Contact details
   • Recent interactions (if CRM installed)
   • Recent notes
   • Active projects together (if Project Tracker installed)
   • Latest relationship score (if Conversation Intelligence installed):

     SELECT relationship_depth, trajectory FROM relationship_scores
     WHERE contact_id = ? ORDER BY score_date DESC LIMIT 1;
     

2. Draft using this template structure:

   1. Greeting + reference to last interaction: "Following up on our {interaction_type} {days_ago} days ago about {topic}."
   2. Purpose statement: one sentence on why you're reaching out
   3. Relevant context: mention active project or pending commitment if applicable
   4. Clear ask or next step
   5. Sign-off

3. Tone — match the relationship depth from ${CLAUDE_PLUGIN_ROOT:-$(pwd)}/skills/conversation-intelligence/references/scoring-methodology.md:

   • Trusted / Collaborative: casual, first-name, brief. Skip formalities.
   • Professional: standard business, slightly more formal.
   • Transactional (or no score): concise, action-focused. Get to the point.

4. Ask if the user wants to:

   • Refine the message
   • Schedule a follow-up reminder
   • Log this as an interaction

Schedule a Follow-Up Reminder

INSERT INTO follow_ups (contact_id, due_date, reason) VALUES (?, ?, ?);
INSERT INTO activity_log (entity_type, entity_id, action, details)
VALUES ('contact', ?, 'follow_up_scheduled', json_object('due_date', ?, 'reason', ?));