follow-up-reminders

Follow-up Reminders

Identify contacts and opportunities that need follow-up based on last activity date and deal stage.

API Access

bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" METHOD "/api/v2/ENDPOINT" '[BODY]'
bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" METHOD "/api/ENDPOINT" '[BODY]'

If either script returns "error":"not_configured", tell the user to run /setup to configure their API credentials.

Workflow

1. Get overdue tasks.

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/tasks?search=status%20%3D%3D%20%22pending%22%20and%20end_date%20%3C%20TODAY&limit=50"
   

2. Get active opportunities.

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/opportunities?search=stage%20not%20in%20%5B%22closed_won%22%2C%22closed_lost%22%5D&limit=100"
   

   For each, check the activity log:

   bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" GET "/api/v2/activity-logs?related_to={opportunity_id}&limit=5"
   

3. Apply follow-up rules based on deal stage:

   Stage	Max days since last contact	Urgency
   new	1 day	CRITICAL — respond ASAP
   contacted	3 days	HIGH — maintain momentum
   viewing	2 days	HIGH — get feedback or schedule
   offer	1 day	CRITICAL — deals can slip
   negotiation	2 days	CRITICAL — keep it moving

4. Present the follow-up list sorted by urgency:

   FOLLOW-UP NEEDED ({count} contacts)
   
   CRITICAL
   - {Contact Name} — {Stage} — last contact {X} days ago
     Deal: {Property/opportunity summary}
     Suggested: {call / WhatsApp / email}
   
   HIGH
   - {Contact Name} — {Stage} — last contact {X} days ago
     Deal: {Property/opportunity summary}
   
   DUE SOON
   - {Contact Name} — due for follow-up tomorrow
   

5. Offer actions:

   • "Want me to draft WhatsApp messages for the critical follow-ups?"
   • "Should I schedule follow-up calls in Qobrix?"
   • "Want me to send a batch message to contacts in the 'contacted' stage?"

Quick Follow-up Actions

When the user picks a contact to follow up with, offer to:

• Draft and send a WhatsApp message:

  bash "${CLAUDE_PLUGIN_ROOT}/scripts/wasender-api.sh" POST "/api/send-message" '{"to":"{phone}","text":"{message}"}'
  

• Create a follow-up task in Qobrix:

  bash "${CLAUDE_PLUGIN_ROOT}/scripts/qobrix-api.sh" POST "/api/v2/tasks" '{"title":"Follow up with {name}","due_date":"{date}","contact_id":"{id}","type":"follow_up"}'
  

• Update the opportunity notes

Important Notes

• The follow-up thresholds above are defaults. The user may want to customize them.
• Weekend days should ideally not count toward the threshold (business days only).
• For "closed_won" and "closed_lost" deals, don't flag follow-ups unless specifically asked.
• Group follow-ups by urgency, not alphabetically, so the broker focuses on what matters most.