Build a Intelligent Follow-Up Agent

Never let a lead go cold again. An AI agent that monitors your pipeline and automatically crafts personalized follow-up emails based on each prospect's context, previous interactions, and current events at their company.

Follow-up Agent
AI Generated Email
Hi Sarah, following up on our Q4 roadmap discussion...

The Problem

Following up consistently is the #1 predictor of sales success, but reps forget, get busy, or send generic messages that get ignored.

What You'll Build

An AI agent that monitors your pipeline and automatically crafts personalized follow-up emails based on each prospect's context, previous interactions, and current events at their company.

How It Works

The agent pulls context from your CRM, checks LinkedIn for recent company news, and drafts follow-up emails that feel genuinely personal. It suggests optimal send times and can even detect when a prospect might be going cold so you can intervene.

Expected Impact
Recovered revenue from cold deals

Deals that would have slipped away get saved

Tools You'll Use

ClaudeZapierOpenAI API

Start Building: Copy This Prompt

Best withClaude Code
Build me an intelligent follow-up email agent with these capabilities:

**Core Workflow:**
1. Connect to my CRM/spreadsheet of leads with their last contact date
2. For leads not contacted in 5+ days, auto-generate a follow-up email
3. Personalize each email based on available context
4. Queue emails for my review before sending

**Personalization Inputs:**
- Lead's name, company, and role
- Notes from our last conversation
- Their industry
- Any recent company news (optional LinkedIn/Google scrape)

**Email Style Requirements:**
- Short (under 100 words)
- Conversational, not salesy
- Reference something specific from our last interaction
- Clear call-to-action (usually scheduling a call)
- Multiple tone options: casual, professional, urgent

**Integration Options:**
- Input: Google Sheets or Airtable with lead data
- Output: Draft emails in Gmail or show in dashboard for copy/paste

**Example Output:**
"Hey [Name],

Wanted to circle back on our conversation about [topic]. I was thinking about your challenge with [specific pain point] and had an idea that might help.

Got 15 minutes this week to chat?

[My name]"

Start with a simple version that reads from a CSV and generates emails. I'll add CRM integration later.

Paste this prompt into Claude Code to get started

Frequently Asked Questions

How long does it take to build a Intelligent Follow-Up Agent?

A intelligent follow-up agent typically takes 2-3 days of focused work to build, depending on your familiarity with the tools.

Do I need coding skills?

No coding skills are required. This project is designed to be built with no-code AI tools like Claude. Our bootcamp teaches everything you need.

What tools do I need?

You'll need Claude, Zapier, OpenAI API to build this project. Most tools have free tiers to get started.

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