Lead Follow-Up Sequencing With Guardrails
Plan timed follow-ups to new leads without spamming or overpromising.
Added October 15, 2026. Written with AI assistance and checked for clarity and placeholders; not reviewed by a lawyer, accountant, clinician or other professional. How these prompts are made
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it (what [VERIFY] means).
Design a lead follow-up sequence. Lead sources: [LEAD_SOURCES]. What we sell: [OFFER]. Fit criteria: [FIT_CRITERIA]. Consent and contact rules: [CONSENT_RULES]. Sender: [SENDER_NAME_AND_ROLE]. Build a decision flow: score a lead from the form answers, send a first message only if consent exists, wait, check for a reply, then send at most three follow-ups, each with a new reason to write. Anyone who replies, unsubscribes or is marked not a fit leaves the sequence immediately. Write the drafting instructions so messages use only facts from the lead's form and never claim a relationship that does not exist. Return the flow, the scoring table, drafts of all messages under 90 words, and a list of legal checks tagged [VERIFY] for [REGION]. Also suggest how to handle leads who reply with a question the drafts cannot answer, how to pause the whole sequence during a holiday or outage, and how often a person should read a random sample of sent messages.
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