Proposal Follow-up Sequence

# Proposal Follow-up Sequence Playbook

This playbook automates the follow-up process after sending a proposal. It ensures that no lead goes cold by generating a series of value-driven follow-up messages designed to overcome objections, provide additional social proof, and move the deal toward a signature.

## 1. Prompt Pack

These prompts guide your AI in generating a multi-stage follow-up sequence tailored to the client's original needs.

### Core Follow-up Sequence Generator Prompt

```
"You are a Sales Strategist. Review the sent proposal for [Client Name] regarding [Project Name] and the original discovery call summary. Your task is to generate a 3-part follow-up sequence:

- **Stage 1 (Day 2-3): The 'Clarification' Check-in.** A brief, low-pressure message asking if they have any questions on the specific deliverables or pricing tiers.
- **Stage 2 (Day 7): The 'Value Add' Follow-up.** A message that shares a relevant case study, testimonial, or helpful tip related to their primary pain point ([Specific Pain Point]).
- **Stage 3 (Day 14): The 'Gentle Nudge' / Decision Request.** A message stating that the current project window is filling up and asking if they are ready to proceed or if the project has been deprioritized.

Maintain a professional, helpful tone (not pushy). Save the sequence as a markdown file to memory/sales/follow-ups/[Client-Name]-sequence.md."
```

### Prompt Variations:

*   **The 'Objection Handler' Prompt:**
    ```
    "The client mentioned concerns regarding [Specific Concern, e.g., Timeline/Budget]. Draft a specific follow-up message that addresses this concern directly with empathy while reinforcing the ROI of the solution."
    ```
*   **The 'Value-Loop' Creator Prompt:**
    ```
    "Generate a follow-up message that includes a link to one of our recent blog posts or tools ([Tool/Link Name]) that solves a secondary problem the client mentioned during discovery."
    ```
*   **The 'Break-up' Email Prompt:**
    ```
    "It has been 30 days with no response from [Client Name]. Draft a professional 'break-up' email that politely closes the file while leaving the door open for future collaboration when their timing is better."
    ```

## 2. Setup Guide

To implement the Proposal Follow-up Sequence Playbook:

1.  **Save the Playbook:** Save this content as `playbooks/proposal-follow-up-sequence.md`.
2.  **Create Cron Configuration:** Create `playbooks/proposal-follow-up-cron.json` (see Config Snippet below).
3.  **Integrate Sales Data:**
    *   **Proposal Tracker:** Your agent needs access to a list of sent proposals and their dates.
    *   **CRM Integration:** If using a CRM, ensure the agent can see the current 'Stage' of a deal.
4.  **Activate the Sequence:** The cron job will check daily for proposals that have reached a follow-up milestone (e.g., 3 days since sent).
5.  **Review and Send:** The agent drafts the messages in memory. You review them, then copy-paste into your email or messaging tool.

## 3. Config Snippet

This JSON snippet defines a daily cron job that scans sent proposals and drafts necessary follow-ups.

```json
{
  "cron": [
    {
      "name": "Daily Proposal Follow-up Monitor",
      "schedule": "0 10 * * 1-5",
      "task": "Scan the 'sent-proposals' log. For any proposal sent 3, 7, or 14 days ago with no response, use the 'Core Follow-up Sequence Generator Prompt' to draft the appropriate stage message. Save drafts to 'memory/sales/pending-followups/' and notify the team.",
      "agent": "cmo",
      "model": "gemini-flash"
    }
  ]
}
```

## 4. Permissions Checklist

Your agent needs:

*   **Read Access:**
    *   `memory/proposals/` (to see what was sent).
    *   `shared-context/feedback/` (to match the brand voice).
    *   Proposal tracking log or CRM API.
*   **Write Access:**
    *   `memory/sales/pending-followups/` (to store drafts).
*   **Execution Permissions:**
    *   Ability to calculate dates and durations since a proposal was sent.

## Safety Check (Required)

- Ensure the agent never sends messages directly without human approval.
- Double-check that follow-up sequences are halted immediately once a client responds.
- Avoid 'spammy' language or high-pressure tactics that could damage the brand reputation.

{
  "cron": [
    {
      "name": "Daily Proposal Follow-up Monitor",
      "schedule": "0 10 * * 1-5",
      "task": "Scan the 'sent-proposals' log. For any proposal sent 3, 7, or 14 days ago with no response, use the 'Core Follow-up Sequence Generator Prompt' to draft the appropriate stage message. Save drafts to 'memory/sales/pending-followups/' and notify the team.",
      "agent": "cmo",
      "model": "gemini-flash"
    }
  ]
}