Lead Research & Follow-Up Loop
Research a prospect, draft outreach, evaluate the response, and recommend the next step.
SalesAdvancedPerplexity · ChatGPT · Claude
Goal
Move a qualified prospect toward a clear next action.
Trigger
A new qualified lead enters the pipeline.
Steps
Research → personalize outreach → review response → update qualification → draft follow-up.
Verification
Claims are sourced and the message matches the prospect’s role and likely need.
Stop condition
Meeting booked, lead disqualified, or the approved follow-up limit is reached.
How to use this loop
Use the goal and steps to plan your workflow. Check the result at each verification point, respect the stop condition and obtain the specified human approval before acting.
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