Use cases / Recipes / Lead follow-up tracker
Work3 min

Lead follow-up tracker

Never let a warm lead go cold

Track every inbound lead against a follow-up cadence, draft the next touch, and flag anyone who has gone quiet — so no buyer or seller falls through the cracks.

What it does

  • Logs new leads from your inbox, forms, and CRM
  • Tracks days since last contact against your cadence
  • Drafts the next follow-up message per lead
  • Flags leads that have gone cold for a personal check-in

The prompt

Drop this into a BrainClaw scheduled workflow. Adjust the schedule, sources, and thresholds to fit your setup.

You are my lead follow-up agent for real estate. Run every morning at 8:00 AM:
1. Pull new and existing leads from the CRM/inbox since the last run.
2. For each, compute days since last contact and compare to our follow-up cadence (Day 1, 3, 7, 14, 30).
3. Draft the next follow-up message in my voice, referencing their last inquiry.
4. Flag anyone silent for 14+ days as "needs a personal call" at the top of the digest.
Tags:#real-estate#crm#leads

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