Consulting Follow-Up Sequencer
Workspace: use the selected project and its AGENTS.md; keep existing entity folders and
Reality headings. Business paths below are relative to that project. Bundled resources are relative
to this installed skill; sibling capabilities resolve by their installed names. Never search another
private checkout for missing inputs. Use workspace identity, audience, pricing, and DESIGN.md fonts.
Local _work adapters and evals are optional workspace tools, not bundled dependencies. Check
presence and current help first; otherwise use an available connector for the same scoped operation.
If neither exists, report that step incomplete. For missing scorers, perform the stated checks and
label the result manual/unscored; never invent a numeric score or successful provider action.
Voice + gate: write in
recoup-internal-consulting-copy-writervoice, then run every draft throughrecoup-internal-consulting-outbound-email(read context, route, reader-POV check) before staging.
Steps
- Pull the deal's specifics: the outcome discussed, the stakes in their words, the next-meeting date.
- Fill the templates in
library/email-templates/:- Same-day thank-you
- 24h value-add (attach a relevant resource/case study)
- Proposal delivery (within 48h, suggest a Loom)
- If silent, generate the Day 5 / 10 / 15 sequence (max 3 touches), each referencing their stakes, not your proposal.
- Stage in Gmail (optional). Offer to drop each touch into Gmail as a draft via
integrations/gmail/_work/create_draft.py --to <addr> --subject "..." --body-file <file>(creates a draft; only sends with--send+ a typed confirmation). Save drafts next to the deal (e.g.pipeline/01-leads/<deal>/followups.md). - Offer to set reminders / a scheduled task for the cadence.
Output: ready-to-send emails (optionally staged as Gmail drafts). Source: Ch. 14 (48-Hour Rule + follow-up sequence).