lynqu-sales-followup

name	lynqu-sales-followup
description	Draft and send on-brand sales follow-up emails to Lynqu leads using your follow-up templates, and log them to the lead timeline. Use for sales follow-up, post-event outreach, "follow up with these leads", nurture sequences, or "what should I say to this prospect". Requires the Lynqu MCP server connected (https://api.lynqu.com/mcp/v2).

Lynqu Sales Follow-up

The money is in the follow-up. This skill turns "I met 40 people" into timely, personalized, on-brand outreach — sent through Lynqu's compliant pipeline and logged against each lead.

When to use this

• Post-event follow-up to freshly captured leads.
• Re-engaging stalled deals.
• Drafting a personalized note for a specific prospect.

Prerequisites

• Lynqu MCP connected (/mcp/v2). See ../../docs/mcp/connect.md.
• AI-tier plan. send-followup-now is employee-level; creating new templates needs manager+.

Workflow

1. Find the right template. Call list-followup-templates. Match the situation (post-event, demo recap, re-engage). If nothing fits and the user is manager+, offer to create-followup-template (HTML with mustache tokens).
2. Select the leads. list-leads (filter by tag/stage/campaign/owner) and get-lead for the personalization details — name, company, where you met, what they cared about (read the activity timeline).
3. Personalize. Draft per-lead copy that fills the template tokens. Keep it short, specific, and honest. Do not reference when the interaction happened ("yesterday", "last night") — it's stale by send time and reads as surveillance. Lead with relevance, not a timestamp.
4. Review before send. Show the user the drafts (or a representative sample for a batch) and get explicit approval. Sending email is outward-facing and not reversible.
5. Send & log. Call send-followup-now per approved lead (it goes through the CAN-SPAM-compliant pipeline). Record the touch with add-lead-note, and advance the stage with update-lead-stage if the follow-up implies progress.
6. Suggest cadence. Recommend the next touch timing and flag who to follow up with again, but don't schedule sends the user hasn't approved.

Tools used

list-followup-templates, create-followup-template, list-leads, get-lead, send-followup-now, add-lead-note, update-lead-stage.

Guardrails

• Always get explicit approval before sending. Sending is irreversible and represents the user's brand.
• No timestamps of the prospect's action in the copy (stale + creepy).
• Don't invent claims about the product or the prior conversation — ground personalization in the lead's actual timeline.
• Respect unsubscribes/compliance — sends route through Lynqu's compliant pipeline; never try to bypass it.

Example

"Draft post-event follow-ups for everyone tagged SaaStr-2026 in the Warm stage using the 'Event recap' template, personalize from each lead's notes, show me the drafts, and after I approve, send and log them."