Lead Follow-Up Agent

Inbound leads often go cold because nobody had time to plan the follow-up. The first reply is late, the second never happens, and nothing gets logged.

This agent kit takes a lead as it arrives (a web form notification, an email or your call notes) and does the planning for you. It scores the lead 0-3 on fit, intent and timing, quoting the words behind each score, and sets a tier: Hot, Warm or Cool. Then it writes four touches across email, SMS and a phone call, each with a date, a time and the full text, including a call script and voicemail. It finishes with a CRM-ready block of fields you can paste into your CRM or a spreadsheet.

It follows the lead's own preferences ("don't call before 4"), only texts when there's consent, keeps calls and texts to reasonable hours, and stops on any opt-out. Leads that aren't a fit get one polite reply instead of a sequence.

Inside: the agent instructions, a business profile worksheet, a scoring rubric, a sequence playbook, a consent basics sheet (CAN-SPAM, texting, calling, GDPR), conversation starters, a Claude Code subagent and a worked example.

Limitations: it doesn't connect to your CRM, inbox or phone, and it sends nothing. Scores are a guide, not a prediction. The consent notes are general information, not legal advice.