Sales Followup

Follow-Up Sequence Generator

Tier 0 Doctrine

• Tier: Master (standalone skill invoked directly)
• Authority: Reads prospect context from user input or prior analysis files in working directory
• Determinism first: Scenario selection, cadence, timing, and channel rules are table lookups. No LLM interpretation of which sequence to use.
• No fabrication: Every email references real conversation points. Absence of context must be collected, not invented.

IMO (Top-Level)

Constants

Variables

Workflow

BLOCK 1: Context Collection & Scenario Selection

Governed by: C&V

Constants: Scenarios (5 types), prior analysis files list, required context fields (10 items) Variables: prospect_name, company_name, interaction_type, last_interaction_date, key_discussion_points, stated_pain_points, agreed_next_step, prospect_role, deal_stage, prospect_temperature, product_service

IMO:

• Ingress: User provides prospect identifier; validate all 10 context fields present
• Middle:
  • Scan working directory for prior analysis files (PROSPECT-ANALYSIS.md, COMPANY-RESEARCH.md, LEAD-QUALIFICATION.md, DECISION-MAKERS.md, OUTREACH-SEQUENCE.md); auto-incorporate findings
  • If any required context field missing and not in prior files, prompt user
  • Map interaction_type to scenario: Meeting->Scenario 1, Demo->Scenario 2, Proposal->Scenario 3, Ghost->Scenario 4, Nurture->Scenario 5
  • Lookup cadence interval from matrix: temperature x deal_stage
  • Lookup send time from seniority table using prospect_role
• Egress: All context fields populated; scenario selected; cadence and timing resolved

Go/No-Go: Proceed only when all 10 context fields are populated. If prior files fill gaps, proceed without re-asking.

BLOCK 2: Sequence Generation

Governed by: IMO

Constants: Scenario email counts and structures, email word limit (100), breakup word limit (40-70), Feel-Felt-Found framework, nurture pattern (6 types), nurture limit (80 words) Variables: selected_scenario, email_sequence, key_discussion_points, stated_pain_points

IMO:

• Ingress: Populated context from Block 1 + selected scenario
• Middle:
  • Post-Meeting (3 emails): Email 1 same-day summary + next steps (80-100w), Email 2 value reinforcement at +3d (60-80w), Email 3 decision nudge at +8d (50-70w)
  • Post-Demo (4 emails): Email 1 same-day recap + resources (80-100w), Email 2 address objections via Feel-Felt-Found at +3d (80-100w), Email 3 social proof case study at +8d (70-90w), Email 4 decision timeline at +15d (60-80w)
  • Post-Proposal (5 emails): Email 1 delivery + highlight key sections (50-70w), Email 2 walkthrough offer at +2d (50-70w), Email 3 value-add insight with NO proposal mention at +7d (60-80w), Email 4 direct check-in at +12d (40-60w), Email 5 breakup at +22d (50-70w)
  • Ghost Recovery (3 emails): Email 1 pattern interrupt at +7d from last unanswered (30-50w), Email 2 new angle/value at +14d (40-60w), Email 3 honest breakup at +28d (40-60w)
  • Nurture (6 monthly): Rotate content types per nurture pattern constant; each under 80 words; zero pitch; one tie-back sentence max; low-pressure CTA only
  • Every email must: add NEW value, reference specific conversation points, include ONE clear next step, stay under word limit
  • Subject lines must be specific (never "Just checking in", "Following up", "Bumping this")
• Egress: Complete email sequence with subject lines, send timing, and body text

Go/No-Go: Proceed if all emails in sequence meet word limits and contain at least one specific prospect reference. Any generic email blocks output.

BLOCK 3: Multi-Channel Assembly

Governed by: Circle

Constants: Channel rules (LinkedIn offset, phone max 2, SMS warm-only), voicemail limit (75 words/30 sec), SMS rules (2 sentences, no links), time-of-day table, cadence matrix Variables: linkedin_actions, phone_scripts, sms_templates, cadence_interval, send_time

IMO:

• Ingress: Email sequence from Block 2 + prospect context
• Middle:
  • LinkedIn: Before Email 1 view profile (no message); after Email 1 like/comment on recent post (specific, not generic); before Email 2 share relevant article; after Email 3+ short LinkedIn message (2-3 sentences, conversational, no repeat of email)
  • Phone: Generate 2 voicemail scripts (after Email 2, before final email); each under 75 words; reference one conversation point; point to companion email; never ask for callback
  • SMS: Generate 2-3 templates only if prospect_temperature is Hot or Warm AND opted-in; max 2 sentences; no links; must self-identify
  • Build cadence calendar: merge all channels into day-by-day table; enforce no LinkedIn+email same day; apply cadence interval from matrix; apply send time from seniority lookup
• Egress: LinkedIn action list, phone scripts, SMS templates, unified cadence calendar

Go/No-Go: Proceed if channel rules are satisfied: LinkedIn never same day as email, phone max 2, SMS only for warm/hot. Violation blocks output.

BLOCK 4: Output Assembly

Governed by: CTB

Constants: Output file name (FOLLOWUP-SEQUENCE.md), output schema (context table, scenario section, emails, phone scripts, SMS, cadence calendar, best practices) Variables: All computed outputs from Blocks 1-3

IMO:

• Ingress: All sequences, scripts, templates, and calendar from Blocks 1-3
• Middle:
  • Assemble FOLLOWUP-SEQUENCE.md with sections: header (prospect, date, scenario, temperature, stage), prospect context table (10 fields), selected scenario with all emails (subject + timing + body + companion actions), phone scripts section, SMS templates section (if applicable), cadence calendar (Day | Channel | Action | Content), best practices applied
  • Validate no [PLACEHOLDER] brackets remain in output
  • Validate every email contains at least one prospect-specific reference
  • Validate breakup emails (if present) comply with breakup rules: no guilt, respectful, door open, under word limit
• Egress: Write FOLLOWUP-SEQUENCE.md to working directory

Go/No-Go: Output is always produced. Any email with [PLACEHOLDER] brackets or missing prospect-specific reference must be flagged and revised before write.

Rules

1. Never send a "just checking in" or "bumping this" email. Every email must add new value or do not send.
2. Never exceed 100 words per email. Breakup emails must stay under 70 words. Nurture emails under 80 words.
3. Never include multiple CTAs in one email. One email = one ask.
4. Never use manufactured urgency or fake scarcity. Urgency must be factual (timeline, capacity, pricing).
5. Never guilt-trip, use passive aggression, or reference email-open tracking. The prospect owes nothing.
6. Never send LinkedIn message and email on the same day. Offset by 1-2 days minimum.
7. Never exceed 2 phone calls per sequence or 30 seconds per voicemail.
8. Never send SMS to cool/cold leads or without opt-in. No links in SMS.
9. Never leave [PLACEHOLDER] brackets in final output. All personalization must be filled from context.
10. Never ignore prior analysis files. If PROSPECT-ANALYSIS.md or similar exists in working directory, incorporate it — do not ask user to repeat available data.

Reference Pointers