followup

name	followup
description	Generates post-meeting follow-up assets — customer-facing email draft, internal action list, CRM update fields, account_brief updates, champion status tracking. Run after any sales meeting.
argument-hint	<meeting_notes_path> [followup_output_path, default docs/followup.md]
disable-model-invocation	false
allowed-tools	Read, Glob, Grep, Write, Edit, Task

Kit Preamble — followup

Kit Script Root

Kit root: ${CLAUDE_PLUGIN_ROOT}

• Absolute path above → plugin install (substituted at load time; no project scripts/ dir): prefix every kit script command with it, e.g. bash <kit-root>/scripts/checkpoint.sh …. Absolute paths also work from worktrees.
• Literal ${…} placeholder above → standalone layout: run commands as written.

Project Context Detection

Run these checks silently at the start. Use results to adapt behavior:

• [ -f issues.md ] — if true, this project uses the sprint system. Respect issue numbering and STATUS.md.
• [ -f docs/sprint_state.md ] — if true and Status shows running, a sprint is active. Be aware of parallel work in worktrees.
• [ -f docs/prd_digest.md ] — if true, read it for quick project context before starting.

Kit Rules

• Verify gh auth status before any GitHub operation. Steps:

1. Parse arguments:
   • $1 (required): meeting notes file path. Must exist. Any meeting type accepted.
   • $2 (optional): followup output path, default docs/followup.md.
2. Validate the meeting notes file exists.
3. Check inputs:
   • docs/account_brief.md (required — followup needs accumulated account context)
   • prior docs/followup.md (optional, for cross-meeting trends) 3.5) Resolve shared file paths via walk-up (supports multi-account repo structure):

     LESSONS_PATH="$(bash scripts/find_shared.sh sales_lessons.md 2>/dev/null || true)"
     PERSONA_PATH="$(bash scripts/find_shared.sh sales_email_persona.md 2>/dev/null || true)"
     

     • For each non-empty result, pass the absolute path to the agent.
     • sales_email_persona.md — sales-specific email tone/style; if found, agent follows it. Otherwise default professional-warm tone.
     • sales_lessons.md — cross-account patterns; agent applies relevant lessons and may draft new candidates from this meeting.

If followup does NOT exist (New Followup):

4a) Invoke the champion-mapper agent via the Task tool, passing meeting notes, account brief, and the resolved LESSONS_PATH + PERSONA_PATH from step 3.5 (or None for each if unresolved). 5a) The agent will: - Read all inputs + templates/followup.md for structure - Draft customer-facing email (personalized, references specifics, restates pain in their words). If PERSONA_PATH was resolved, read that file and apply its tone/salutations/sign-off/length rules. Otherwise default to professional-warm Korean. - Generate internal action list (24h / 1 week / 2–4 weeks / blocked-on) - Propose explicit CRM update fields (before → after) - Atomically update account_brief.md via Read+Write (single Write of full file, not multiple Edits): Active Context section, decision structure, meeting history, unresolved questions, etc. - Assess champion status (who, influence, next action with them, what they need from us) — with OKR/KPI evidence, no inflation - Surface watch-list warning signs - Promote cross-account lesson candidates to docs/sales_lessons.md if patterns recur (3+ cases); single-occurrence patterns go to "Lesson Candidates" section, not promoted - Save followup to output path 6a) Present to the user: - Email draft (ready to copy-paste with light editing) - Top 3 immediate actions - One thing that could kill this deal if not addressed (from watch list)

If followup DOES exist (Update Followup):

4b) Read existing followup and present brief summary. 5b) Ask what changed. 6b) Invoke champion-mapper in update mode. 7b) Highlight what changed and confirm account_brief updates were applied.

Common (both modes):

7. Remind the user:
   • Send the email within 24 hours of the meeting
   • Update CRM today
   • Schedule the next meeting before context fades
   • If the next step is PoC build: run /meeting-capture <meeting_notes_path> (if not already done)

Error Handling

• If meeting notes file does not exist: stop and ask for correct path.
• If account_brief.md is missing: stop and tell the user to run /account-brief first — followup needs accumulated account context.
• If account_brief.md cannot be written: report and skip the brief-update step, but still save followup.md.

Quality Criteria

NEVER:

• Write a generic email that could apply to any customer
• List actions without owners or dates
• Skip the account_brief update — knowledge that lives only in followup.md is lost
• Inflate champion status — a polite contact is not a champion
• Hide warning signs to make the deal look healthier than it is
• Promise materials in the email that the salesperson hasn't agreed to send

INSTEAD:

• Open the email with something only this customer would recognize
• Quote a customer pain back to them — proves we listened
• Make CRM updates explicit (before → after) for copy-paste
• For champion development, propose concrete next actions (intro meetings, custom artifacts)
• Flag missing champion as a critical risk, not a side note
• Update account_brief.md via a single atomic Write (Read full → modify → Write full)
• Promote lessons to sales_lessons.md only when the pattern has 3+ cases

Guidelines

• If the meeting was bad, don't paper over it — the watch list and champion section must reflect reality.
• The email draft is meant to be ready-to-send with minimal editing. The salesperson should not have to rewrite from scratch.
• After saving, the typical next action is sending the email and updating CRM. PoC build (/meeting-capture → /kickoff → ...) is parallel work.