The job by hand
Deals stall because the follow-up slipped. Replies sit unread, stages go stale, and the forecast is a guess because the pipeline does not reflect this week.
The ask
Hello, show me due follow-ups and proposed pipeline changes
What comes back
A Google Sheet lands in the Sales Follow-up & Pipeline Workspace folder in your Google Drive: Lead, Last activity, Follow-up draft, Proposed stage and Approval status.
| Lead | Last activity | Follow-up draft | Proposed stage | Approval status |
|---|---|---|---|---|
| Rachel Kim (Clearbit-like data co) | Demo Sep 9, asked for pricing | Follow-up draft: recap + 2 pricing options, send by Sep 13 | Proposal | Ready to send |
| Tom Alvarez (logistics startup) | Trial started Sep 4 | Check-in draft: day-10 usage summary + book onboarding call | Trial | Ready to send |
Sample data shown. Your workspace fills with your real work.
What it takes over
- Reads the exact inputs and sources you approve.
- Saves the work as a review-ready Google Sheet in the Sales Follow-up & Pipeline Workspace folder in Google Drive.
- Shows evidence, unknowns and blocks instead of guessing.
- Prepares the next action and stops at the human gate.
How buying works
- Buy once for $19. Three files arrive:
skill.md,setup-prompt.txtandusage-prompt.txt. - Hand the files to the assistant you already use. It sets the job up on Google, Microsoft or Zoho and tests it on fictional data.
- Approve the setup. It runs the job and stops at every external action for your sign-off.
Where it stops
It does not send, spend, publish, schedule or make a human decision without the exact approval that action needs.
Common questions
What does it prepare each day?
Due follow-up drafts and proposed pipeline changes with last activity, evidence and approval status, in a Google Sheet in a Sales Follow-up & Pipeline Workspace folder.
Does it move stages by itself?
It proposes; you approve. Every proposed change shows the activity it is based on.
Does it send the follow-ups?
Only after you approve the draft.
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