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KiloClaw

CRM-Lite Lead Follow-Up System

Stop leads from dying in your inbox

Create a simple pipeline with stages, follow-up templates, and a "next action" view so leads don't get lost in scattered notes and forgotten inboxes.

House RecipeWork20 min

INGREDIENTS

✉️Email📅Calendar🔔Notifications

PROMPT

Build an SMB follow-up system without heavy CRM overhead. Ask for: lead sources, typical deal size, cycle length, and capacity. Provide: - pipeline stages, - a follow-up cadence and email templates, - a rule for when to close/lost a lead, - a weekly review meeting agenda (10 minutes) to keep it current.

How It Works

You don't need a heavy CRM to follow up consistently. This byte defines pipeline

stages, builds a follow-up cadence with email templates, sets rules for when to

close-lost a stalled lead, and creates a 10-minute weekly review agenda.

What You Get

  • Pipeline stages with clear definitions
  • Follow-up templates (Day 1 / 3 / 7 / 14)
  • A "next action" dashboard concept
  • A 10-minute weekly review meeting agenda

Setup Steps

  1. List your lead sources (calls, form fills, DMs, referrals)
  2. Know your typical deal size and sales cycle length
  3. Run the byte and customize templates for your voice
  4. Set a weekly 10-minute review on your calendar

Tips

  • The Day 3 follow-up is where most SMBs drop the ball — automate it if you can
  • Having a rule for when to close-lost a lead prevents zombie pipelines
  • The weekly review keeps the pipeline honest — stale deals get moved or killed
  • Start with a spreadsheet or simple tool; upgrade to a CRM only when volume demands it
Tags:#sales#follow-up#pipeline#crm#growth