follow-up-discipline

name	follow-up-discipline
description	Surfaces overdue follow-ups, prioritizes the call list, and recommends specific outreach actions for each stuck deal or contact.
triggers	["what's stuck","who needs a follow-up","queue today's calls","follow-up list","what's overdue","who haven't we heard from","stuck deals"]
tier	stable
disable_model_invocation	false

Follow-Up Discipline

Where these endpoints live: All /api/... URLs below are routes on the OASIS Command Center dashboard (repo: CC90210/oasis-command-center, deployed at https://agent-dashboard-sigma-eight.vercel.app). They are NOT served by this repo's local scripts/api_server.py (which only exposes /health, /status, /sms/send, /webhook/jotform). Solara's bridge makes authenticated fetch calls into the dashboard's API surface, and the dashboard then writes to Supabase / queues threads / dispatches the 8 daemons in this repo.

Purpose

Enforce consistent follow-up cadence. Nothing kills a deal faster than silence. This skill surfaces what's overdue, prioritizes it, and recommends the right channel for each contact.

How-To-Run

Step 1 — Pull open follow-up tasks

GET /api/follow-up-tasks?status=open&assigned_to=solara

Also pull daily plan items:

GET /api/daily-plan-items?date=today&status=pending

Step 2 — Categorize by urgency

Sort into four buckets:

Bucket	Criteria	Action
Hot	Task overdue > 48h OR lender response waiting > 24h	Call today — no delay
Warm	Task due today	Outreach today — email or call
Missing info	Application stalled waiting on docs from merchant	Personal email + text
Monitor	Task due in 1–3 days	Flag, don't act yet

Step 3 — Recommend channel per contact

For each overdue item, recommend the right channel based on contact history:

Situation	Recommended Channel
Merchant hasn't responded in > 72h	Personal email (not drip) + text
Lender hasn't responded to submission	Email nudge to lender contact
Merchant promised docs, hasn't sent	Text + email with specific doc list
Offer received, merchant not responding	Call — offers expire
Deal stalled at "thinking about it" > 7 days	Schedule a call, use urgency framing

Step 4 — Surface the prioritized list

Format for Ezra:

Follow-Up Queue — [Date]

HOT (call today)
1. [Merchant Name] — submitted to 3 lenders 72h ago, no response. Nudge all 3 lenders.
2. [Merchant Name] — offer from Funder X expires today. Call merchant NOW.

WARM (outreach today)
3. [Merchant Name] — bank statements requested 3 days ago. Text + email.
4. [Merchant Name] — follow-up after initial outreach. Email + personal note.

MISSING INFO
5. [Merchant Name] — waiting on voided check + 4th month statement.
   Draft: "Hi [Name], just following up on the checklist from [date]..."

MONITOR (due in 1-3 days)
6. [Merchant Name] — shop-out queued for Thursday. No action yet.

Step 5 — Update task status after action

When Ezra confirms an action was taken (call made, email sent), update the task:

PATCH /api/follow-up-tasks/[id]
{ "status": "actioned", "actioned_at": "[timestamp]", "outcome": "[brief note]" }

Create the next follow-up task immediately if the situation is still open:

POST /api/follow-up-tasks
{ "application_id": "[id]", "due_at": "[+48h]", "type": "follow_up", "notes": "[context]" }

Follow-Up SLAs

Event	SLA
New inbound lead	First contact < 5 minutes
Application submitted to lender	Follow-up lender at 48h
Offer received	Merchant contact within 2h
Missing docs requested	Follow-up if not received in 48h
"Thinking about it" stage	Max 7 days before call

Anti-Patterns

• Do not let items age past 72h without an action note — if Ezra handled it, log it.
• Do not recommend a drip email when a personal message is warranted — stale merchants need personal touch.
• Do not mark tasks "actioned" unless a real action occurred — integrity of the queue matters.

Related Skills

• [[skills/daily-call-sheet-workflow/SKILL.md]] — the daily structured view of this same data
• [[skills/operator-handoff/SKILL.md]] — when a follow-up requires a judgment call
• [[skills/casl-compliance/SKILL.md]] — verify outbound compliance before sending
• [[skills/cold-outreach-blast/SKILL.md]] — for bulk outreach on cold lists (separate from follow-up)