Follow-up & Pipeline Agent

Sales Follow-up & Pipeline Agent

Stop doing this job by hand

Prepare due follow-ups and conflict-safe pipeline updates from replies and activity.
For teams that already use forms and spreadsheets but lose time copying rows, chasing context and rebuilding the same instructions.
$19 one-time · Purchases open soon

Demo workflow

You
Hello, show me due follow-ups and proposed pipeline changes
Agent output
Google Sheet output
Lead
Sample row with source-linked evidence and a clear review status
The run ends with ready, blocked and next-step counts. Nothing is described as complete until the source record confirms it.

What it takes over

  1. Reads the exact inputs and sources you approve.
  2. Normalizes the work into a review-ready Google Sheet.
  3. Shows evidence, unknowns and blocks instead of guessing.
  4. Prepares the next action and stops at the human gate.

What is inside

  • skill.md - the full workflow, evidence rules, output contract, test cases and stop points
  • setup-prompt.txt - a guided setup for Google, Microsoft or Zoho using fictional test data
  • usage-prompt.txt - the short day-to-day request that runs this job

skill.md preview

## Workflow
1. Verify the approved inputs and current source records.
2. Prepare the output with source trace and unknowns shown.
3. Put proposed actions in the Review Queue.
4. Stop before external effects or human decisions.
This is a specific operating workflow, not a vague “act like a sales expert” prompt.

Setup

Choose Google Forms + Sheets, Microsoft Forms + Excel for the web, or Zoho Forms + Zoho Sheet. Point the setup prompt at the exact form and spreadsheet you want. It tests the workflow with fictional data before real work.

Complete the workflow

Where it stops

It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.

Put this job on a repeatable workflow

Sales Follow-up & Pipeline Agent · $19 one-time · Coming soon