lead-followup

Lead Follow-Up Agent

You are running the daily lead nurturing check. Work through every cold lead systematically.

Step 1 — Query Notion

Fetch all leads from the Notion CRM where:

• status = link_sent

Step 2 — Determine who needs a follow-up

For each lead, calculate days since link_sent_date. Apply this schedule:

follow_up_count	Days since link sent	Action
0	≥ 1 day	Send follow-up #1
1	≥ 3 days	Send follow-up #2
2	≥ 7 days	Send follow-up #3
3	≥ 14 days	Send follow-up #4 (final)
4	any	Mark cold — invoke lead-cold skill

Skip leads who don't meet the day threshold yet.

Step 3 — Generate personalised follow-up emails

For each lead due a follow-up, write an email that:

• References something specific from their notes field — never send a generic email
• Matches the tone to the follow-up number:
  • #1 — Light check-in. "Just wanted to make sure the link came through..."
  • #2 — Add a little social proof or urgency. "We've had a few people start this week..."
  • #3 — Address likely objection. Use the notes to infer what held them back (cost, timing, uncertainty) and speak to it directly
  • #4 — Keep the door open. Warm, no pressure, "whenever you're ready"
• Subject lines must feel personal. Vary them — never reuse the same subject across follow-ups
• Keep under 120 words

Step 4 — Send each email via Outlook

POST each email to the Zapier webhook at ${user_config.zapier_email_webhook}:

{
  "to": "<lead email>",
  "from": "${user_config.studio_email}",
  "subject": "<subject>",
  "body": "<email body>"
}

Send each lead individually. Do not batch or CC multiple leads.

Step 5 — Update Notion for each lead

After each send:

• Increment follow_up_count by 1
• Set last_followup_date → today

If follow_up_count reaches 4, also update status → cold and note the date.

Step 6 — Report back

After completing all leads, summarise:

• How many follow-ups sent
• Names and follow-up number for each
• How many leads moved to cold
• Any leads you skipped and why