Lead Follow-Up AI Employee Kit

Most follow-up problems are not motivation problems. They are system problems.

This kit helps you create a small AI employee that reviews lead notes, summarizes the current status, drafts the next follow-up, and reminds you what needs action.

Requires OpenClaw installed first. Then open the Windows, Mac, or Linux setup file to create your Lead Follow-Up AI Employee workspace without copying files manually.

AI drafts. You approve before anything is sent.

You get:

- Clearly named Windows, Mac, and Linux setup files for the kit workspace

- Beginner-friendly setup guide

- Quick-start checklist

- Lead follow-up SOP

- Prompt pack for follow-up drafts, ghosted lead review, and CRM cleanup

- Lead tracker CSV template

- Follow-up timing rules

- Follow-up message sequences

- Weekly pipeline review workflow

- Examples for proposal follow-up, missing information, and close-the-loop messages

- Human approval rules

- Cover image

Best for:

- freelancers

- consultants

- agencies

- local service businesses

- B2B service providers

- anyone sending quotes or proposals

Important:

AI does not send follow-ups automatically. You approve every message before sending.