| name | follow-up-planner |
| description | Use when a trade agent needs outreach follow-up timing, next-touch planning, reminder schedules, buyer reply follow-up, quotation follow-up, sample follow-up, or prospect status updates |
Follow-Up Planner
Overview
Create a practical follow-up schedule from prospect priority and reply status. The core rule is to generate reviewable tasks, not automatic sends.
When to Use
Use this skill after an outreach draft, buyer reply classification, quotation draft, sample discussion, or meeting request when the user needs the next-touch plan.
Use reply-classification first when an inbound reply has not been classified.
Inputs
- Prospect priority from
prospect-scoring
- Last contact date and channel
- Reply classification, if available
- Quotation, catalog, sample, or meeting status
- Tone rules from
TONE.yaml
Outputs
{
"prospect_status": "",
"last_contact_date": "",
"tasks": [
{
"due_date": "",
"task_type": "",
"reason": "",
"draft_requested": false,
"human_review_required": true
}
],
"pause_reason": "",
"review_notes": []
}
Procedure
- Read the prospect priority, last contact date, and latest reply classification.
- Pause planning when the prospect status does not call for another touch.
- For an unanswered A or B prospect, suggest a light sequence such as D+3, D+7, and D+14 from the first outreach date.
- For a quotation, catalog, sample, or meeting discussion, plan the next touch from the latest buyer-facing action.
- Keep each task specific: due date, task type, reason, and whether an email draft is needed.
- Send email draft requests to
email-crafting.
- Keep every task as a human-reviewed reminder.
Verification
- Due dates are derived from the latest relevant contact.
- Task reasons match prospect status and buyer signals.
- Paused prospects receive no new follow-up task.
- The plan does not send messages automatically.
- Every generated task requires human review.
Common Mistakes
| Mistake | Fix |
|---|
| Scheduling from an old contact date | Use the latest relevant action |
| Giving every prospect the same cadence | Consider priority and reply type |
| Creating vague reminders | Include due date, reason, and task type |
| Treating a task as an automatic send | Keep it as a human-reviewed reminder |
