Sales Follow Up

Or read from recent vault entries: ~/.second-brain/vault/meetings/<date>-<client>.md

Mode B: Stale Deal Re-Engagement

1. Identify stale deals — Run:

   Use the `list_tasks` MCP tool to find matching tasks
   

   Find deals/tasks with no updates in 7+ days

2. For each stale deal, check last contact date — Run:

   Use the `search_emails` MCP tool with gmail_query: "from:<client-email>"
   

   Get date of last email

3. Load deal context — Read vault file:

   cat ~/.second-brain/vault/clients/<client-slug>.md
   

   Extract: deal value, stage, what was being discussed

4. Analyze why staled — Check:

   • Is there a missing deliverable from you?
   • Is the client waiting for something?
   • Did you miss a promised follow-up?
   • Has timeline changed?

5. Generate re-engagement email:

   • Subject — Brief, not pushy (e.g., "Quick check-in on [project]")
   • Opener — Acknowledge the gap ("We haven't touched base in a couple weeks...")
   • Reconnect — What you remember from last conversation, show genuine interest
   • Action — Offer a specific next step: "Want to hop on a call to see where we stand?" or "I can send you an updated timeline by Friday"
   • Urgency — Hint at timeline without pressure ("I want to make sure we're still on track for [goal]")
   • Closing — Easy way to engage (link to calendar, email reply, etc.)

6. Create Gmail draft — Never sends, user reviews first

7. Save re-engagement email to:

   ~/.second-brain/vault/sales/follow-ups/YYYY-MM-DD-<client-slug>-reengagement.md
   

8. Log to daily log:

Rules

• Post-meeting: Always mention specific topics discussed to show you were paying attention
• Post-meeting: Include explicit deadlines (yours and theirs) for all action items
• Post-meeting: Send within 24 hours while conversation is fresh
• Stale deals: Don't be pushy or make them feel guilty; be genuinely curious about where they stand
• Stale deals: Include a clear, specific call to action (don't leave hanging)
• Both modes: Match email tone and formality to client's past emails
• Both modes: Use client's names and terminology from past conversations
• Both modes: Draft only — never auto-send emails
• Reference vault files using [[wiki-links]] to client and deal context

Templates

Post-Meeting Template

Subject: Follow-Up: [Topic] — [Your Name]

Hi [Client First Name],

Thanks so much for taking time to speak with us today about [specific topic]. I really appreciated your insights on [specific thing they said].

Here's what we discussed:

- **Your action**: [what client committed to] by [date]
- **Our action**: [what you committed to] by [date]
- **Next step**: [when you'll reconnect — e.g., Thursday call, email decision, etc.]

I'll get [deliverable] to you by [date], and then we can [next milestone].

In the meantime, if any questions come up, don't hesitate to ping me.

Looking forward to the next step!

Best,
[Your Name]

---
[[clients/<client-slug>]] | [[sales/deals/<client-slug>]]

Stale Deal Re-Engagement Template

Subject: Quick Check-In: [Project Name]

Hi [Client First Name],

We haven't touched base in a few weeks and I wanted to make sure everything's on track with [project].

Last we spoke, we were working through [what was being discussed]. Any movement there, or has anything changed on your end?

I'd love to hop on a quick call this week to see where we stand and make sure we're aligned on next steps. Are you free for 15 minutes Tuesday or Wednesday?

Happy to work around your schedule.

Thanks,
[Your Name]

---
[[clients/<client-slug>]] | [[sales/deals/<client-slug>]]

• Cloud memory: After completing this workflow, call the log_note MCP tool with a one-line summary of what was done. Example: log_note("Completed eng-plan for School Cab — 9 phases, 22 days")

- **HH:MM** — [SALES] Re-engagement drafted: <client-name> — last contact [date]