hubspot · gmail
Track every lead an agent touched
The grind
- The follow-up sequence lives in someone's head and a spreadsheet nobody updates.
- Two people email the same lead in the same week.
- Nobody can say which leads went quiet after the second touch.
The flow
- 01Create a leads table in its own database on the first run
- 02Pull new contacts from the CRM and insert the ones it has not seen
- 03Send the first email and record the touch with a timestamp
- 04On the next run, query who is due a follow-up and who replied
- 05Mark replies, skip anyone contacted this week, and report the funnel
The prompt
Prompt
Keep a table of every lead you contact: email, stage, last touch, reply. Each morning, pull new HubSpot contacts tagged 'inbound', email the ones you haven't, follow up with anyone quiet for 4 days, and tell me who replied.
The agent remembers between runs, so nobody gets emailed twice.