Prompt · works in Instinct, ChatGPT, Claude, Gemini or any other assistant that reads plain-text files

Run sales follow-ups with one free prompt

This page gives you a free, copy-ready prompt for this job (it reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status), plus the $19 standing-agent version that runs it on repeat without re-pasting rules.

It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status. The prompt below is the do-it-yourself version.

✓ Free to copy✓ No signup✓ Sample data labeled

The prompt

Here is my pipeline with last activity dates: [paste]. List every deal with no activity in 14+ days, draft a follow-up for each that adds something new (not 'just checking in'), and propose stage changes with the evidence. Drafts and proposals only - do not send or change anything.

What to bring

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.

What a good run returns

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.

Where the free version ends

A prompt runs when you remember to run it, from whatever context you paste, and it forgets the rules between sessions. The Follow-up & Pipeline Agent ($19 one-time) installs this as a standing workflow: fixed evidence rules, a saved output in your own Drive every run, fictional-data testing before real work, and hard stops before anything sends, spends or publishes. More detail on the sales follow-ups and pipeline updates guide.

Questions people ask

Is this prompt really free?

Yes. Copy it, paste it into any capable assistant, bring the inputs listed. No signup, no email gate.

Which assistants does the prompt work in?

Any capable chat assistant: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others.

What is the difference between the free prompt and the $19 agent?

The prompt is a one-off: you re-paste the rules every run. The $19 agent is the same job productized - tested setup, saved files, consistent output, standing cycle.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.

$19 one-time · 3 files · No subscriptionBuy for $19