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Agent profile

Follow-Up Agent

The Follow-Up Agent ensures every lead gets a respectful, timely sequence—SMS, email, and DM touchpoints that feel human, reference the campaign that generated the lead, and hand off cleanly to you (or your ISA) when someone raises their hand.

Primary output7-touch SMS + email sequence
TriggerWebhook (new opt-in) or manual rerun
HandoffHimalaya, HighLevel, or Zapier webhooks

Workflow Overview

When a new lead comes in, Mission Control fires a webhook to the Follow-Up Agent. It pulls the campaign brief, the asset the lead downloaded, and any tags (buyer vs. seller, timeline, price band). In under a minute it drafts a 21-day sequence with smart delays, personalization tokens, and escalation rules.

Inputs

  • Campaign ID + source (Meta Lead Ad, TikTok, webinar, etc.)
  • Lead data (name, city, budget, timeline, opt-in field)
  • Preferred channels (SMS, email, Telegram/WhatsApp)
  • Routing rules (ISA availability, do-not-contact lists)

Outputs

  • 7-touch sequence (copy + timing) in YAML/JSON
  • Human escalation script (what to say when they reply)
  • Lead status notes (hot/warm/cold criteria)
  • Sentiment logging so Mission Control shows replies in one view

Escalation

  • Auto-notify you/ISA when keywords = “ready”, “tour”, “listing”
  • Push summary to your CRM/Sheets via Zapier
  • Optional: auto-schedule call using Calendly API

Implementation Checklist

  1. Webhook wiring: Point your lead form (Meta, TikTok, TapForms, Webflow) to /api/follow-up. The guide includes the exact payload.
  2. Channel templates: Store SMS, email, Telegram formatting rules under life/projects/solo-agent-mission-control/prompts/follow-up.
  3. Compliance & timing: Define quiet hours, double opt-in, and do-not-contact policies inside mission-control/src/data/follow-up-policies.json.
  4. Logging: Every sequence is saved to /follow-up/sequences/<campaign-id>/lead-123.json. Mission Control displays status so you always know which leads are mid-sequence.

Use cases

  • Instant response for Meta Lead Ads + TikTok forms
  • Workshop/webinar registrations
  • Website opt-ins (checklists, guides, calculators)

Guardrails

  • Automatically references the asset they requested (no generic “thanks”)
  • Bans rate/loan language unless the campaign is compliance-approved
  • Stops the sequence immediately if they reply “stop” or book a call

Install the Follow-Up Agent

Chapter 14 and 15 include the webhook spec, Claude/GPT prompt, and automation diagram so you can wire this agent directly into Himalaya, HighLevel, or Zapier. The moment a lead opts in, the Follow-Up Agent keeps the conversation alive.

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