warm-prospect-surfacer

Overview

Your next sale is almost always already in your database. Someone who attended a webinar, replied to an email, asked a question on a post, or downloaded something three weeks ago — they signalled interest and then went quiet. This skill resurfaces those warm signals, identifies the 5 best prospects to re-engage right now, and drafts a personalised follow-up for each one. You review the list and messages before anything goes out.

When to Use

• You say "surface warm prospects"
• You say "who should I follow up with"
• You say "warm leads"
• You're at the start of a week and want to know where to focus your energy
• You've been heads-down building and lost track of who was in active conversations
• You just ran a webinar, event, or campaign and want to capitalise on the momentum

How It Works

1. Define "warm" for this user. Ask:

   • What offer are we looking for prospects for?
   • What behaviours signal a warm prospect in your world? For example: opened 3+ emails in the last 30 days, replied to any email, commented on a post, attended a webinar or event, asked a question in a community, requested pricing, booked and cancelled, or said "not yet" in a previous conversation.
   • Which platform holds your leads? (Email list, LinkedIn connections, CRM, community platform — or a combination)

2. Access the data source. Connect to the user's specified platform (email platform, CRM, LinkedIn, community tool) and scan for activity matching the warm signals defined above. Look at: last 30–45 days of activity, recency of engagement, depth of engagement (one click vs. replied to an email vs. asked a question).

3. Surface 5 warm prospects. For each person, show:

   • Name and role/company
   • Where they showed up — the specific signal (e.g., "Opened 4 of your last 5 emails, clicked the pricing link twice")
   • Last meaningful interaction — date and what it was
   • Why they're warm — a one-sentence assessment of their buying intent based on behaviour
   • Proposed follow-up approach — the tone and angle that makes sense given their signal

4. Draft a personalised follow-up for each. The follow-up should:

   • Reference the specific thing they did — do NOT write a generic "just checking in" email
   • Be short — 3–5 sentences max
   • Ask one low-friction question to restart the conversation
   • Have a subject line (if email) that references context they'll recognise
   • Feel human, not automated

5. Present the list in chat. Show all 5 prospects with their signal summary and their draft follow-up message. Let the user review, edit, or remove any. Then ask:

   "Should I follow up directly? Say 'yes, send all', name specific people to send to, or edit any message before I proceed."

6. Do not act until confirmed. Only send or draft the outreach once the user has explicitly approved.

What the Agent Needs From You

• Your current offer — what are you selling or promoting?
• Your definition of "warm" — which behaviours signal interest in your world?
• Your lead data source — which platform or CRM holds your contacts?
• Platform access — connected integrations for the email tool, CRM, or LinkedIn

Output

In chat first:

• A list of 5 warm prospects with their engagement signals and readiness assessment
• A personalised follow-up draft for each

On approval:

• Follow-up messages sent or drafted via the connected platform
• Confirmation of sends in chat