Track commercial proposal status and manage follow-up for MIDAS deals. Use when: a proposal was sent and needs follow-up, deciding if it's time for next contact, drafting follow-up messages, classifying opportunity temperature, determining next best action, or when a client responds and next steps need definition. Triggers on: "follow-up", "seguimiento", "pipeline", "oportunidad", "deal status", "qué propuestas están pendientes".
Operate commercial follow-up with discipline. No opportunity dies from neglect.
| Stage | Default Action | Delay (days) | Tone |
|---|---|---|---|
| Propuesta enviada | Follow-up 1 | 4 | Suave |
| Follow-up 1 | Follow-up 2 | 5 | Directo |
| Follow-up 2 | Cerrar loop | 5 | Ejecutivo |
| En negociación | Revisar propuesta | 3 | Directo |
| Congelada | Revisar | 14 | Suave |
Read references/followup-message-patterns.md for templates by tone and channel.
Read references/opportunity-record-template.md for the standard data model shared with deal-tracker-sheets.
Operates on the Google Sheet tracker via deal-tracker-sheets skill. After proposal-engine sends a proposal, deal-followup takes over.