Inbound Follow-Up Claude Skill — After the CRM Is Clean

When to use

Use this after CRM hygiene, when new leads sit for hours because the owner is on a job site. Do not use this as the first agent, and do not use it as a cold outbound SDR.

Prerequisites

The CRM hygiene loop has had two clean weeks (or you accept the miss rate)
Inbound lands in one place (form, inbox, or CRM)
A human who will review drafts for the first two weeks

SKILL.md

First half on the page. The rest is one click — no email. Crawlers get the full file either way.

---
name: inbound-follow-up
description: Draft replies to inbound leads after CRM hygiene is in place. Skip duplicates and existing open deals. Never send email, never cold-outbound, never create a fake meeting.
---

# Inbound follow-up

## Flow

1. Watch the inbound source (form, shared inbox, or CRM "new lead").
2. Match to the CRM. If they already have an open deal or are a customer, route to the owner — do not start a parallel thread.
3. If they look like a duplicate of a record updated this week, stop and flag.
4. Draft a reply: answer the actual question, one next step, booking link if they asked for time.
5. Queue the draft. Do not send.

## What "good" looks like

- Under 120 words.
- Names the thing they asked about (a service, a timeline, a price range) — not a generic "just circling back."
- One ask. Not a five-step sequence.

## Safeguards

- Never send without a human confirm.
- Never email a lead who did not inbound (this is not outbound).
- Never invent pricing, timelines, or "we can start Monday."
- If the CRM still fails hygiene checks (missing email, missing company), don't draft — send the owner a "fix this record" note instead.

## Example draft

```
Subject: Re: Website form — invoicing

Hi Dana — you asked about getting invoices out of the inbox and into
QuickBooks. That's a two-week first build for most shops our size.
If you want to walk through how bills arrive today, grab 20 minutes:
https://ro.am/growth-process-automation/intro-15

— Scott
```

## Add it to your agent

Read this file and follow the instructions. Do not enable this skill until the hygiene digest has been clean for two weeks.

Still ungated. Page stays short until you ask.

Common questions

Is this the SDR agent?

No. It only touches people who already reached out. We don't start with an outbound SDR — see field note 047. Hygiene first, then this.

Can it book the calendar by itself?

It can include your booking link. It should not invent a time or write into the calendar until a human has seen the thread.