Works with the AI Agents you already use
Claude Code
Cursor
Codex CLI
Muse
Dots+22 moreClaude CodeCursorCodex CLIMuseDots
OpenClaw
Manus
Grok
Grok Bot+18 agentsLead Intake & Follow-Up for Service Businesses
Turn inquiries into qualified leads, fast personal replies, a tracked pipeline, and a follow-up schedule, so no good lead goes cold.
$24
Lead Intake & Follow-Up for Service Businesses
Example session with this skill installed
Here are this weekend's inquiries. Help me reply and set up follow-ups. (I'm a residential interior designer; my profile is saved.)
- Priya (website form): "We close on our house Nov 1 and are renovating the kitchen and family room. Looking for design help, budget around $10k for design. Our neighbor Jess recommended you."
- Marcus (Instagram DM): "How much do you charge for a living room? Thinking about doing it this spring."
- Lena (email): "We need a designer for our 20-seat café opening in December."
- Tom (website form): "We might build a house in 2028. Keeping a list of designers."
- Read your context and instructions
- Compiled the lead intake
(Fictional business and leads for illustration. Owner profile: Fern Valley Design, residential interiors; full-room design $4,500–12,000, e-design $900/room; deal-breakers: commercial projects, full-service budgets under $2,500; next opening Nov 16.)
Lead summary
| Lead | Need | Scores (Fit/Budget/Urgency) | Class | Why | Missing |
|---|---|---|---|---|---|
| Priya | Kitchen + family room renovation | 3 / 3 / 3 = 9 | Hot | Core service, budget in range, starts right at your Nov 16 opening | Square footage, style |
| Marcus | Living room, spring | 3 / 2 / 2 = 7 | Warm | Core service; budget unknown; a few months out | Budget, full-service vs e-design |
| Lena | Café, December | — | Not a fit | Commercial project (deal-breaker) | — |
| Tom | New build, 2028 | 2 / 2 / 1 = 5 | Nurture | New construction is adjacent; far-off timeline | Location, scope |
Draft replies
Priya (Hot)
Hi Priya, congratulations on the house, and thanks to Jess for the referral! A kitchen and family room renovation is right in my wheelhouse, and your Nov 1 closing lines up well with my next opening on Nov 16. The best next step is a 20-minute call so I can hear what you're picturing: [booking link]. If you have any inspiration photos, feel free to send them ahead.
Marcus (Warm)
Hi Marcus, thanks for asking! Living rooms are one of my favorite projects. I offer full-room design (from $4,500) and e-design ($900 per room, done remotely). Do you have a budget range in mind, and would you like me to handle everything or give you a plan to carry out yourself? Spring is a great target; booking a quick call here helps me hold a spot: [booking link].
Lena (Not a fit)
Hi Lena, thank you for thinking of me, and congratulations on the café! I focus on homes, so I'm not the right fit for a commercial space. I'd recommend [partner name], who designs restaurants and cafés. Wishing you a great opening in December.
Tom (Nurture)
Hi Tom, thanks for reaching out, and how exciting to be planning a build! Since you're looking at 2028, I'll check in next fall when plans are taking shape. In the meantime, the biggest early win is bringing a designer in before the floor plan is final. If things move sooner, just reply here.
Pipeline update
| date_received | name | source | class | stage | next_action | next_action_date |
|---|---|---|---|---|---|---|
| 2026-10-10 | Priya | Website form | Hot | Replied | Follow up if no booking | 2026-10-14 |
| 2026-10-11 | Marcus | Instagram DM | Warm | Replied | Follow up | 2026-10-14 |
| 2026-10-11 | Lena | Not a fit | Not a fit | — | — | |
| 2026-10-11 | Tom | Website form | Nurture | Nurture | Check in | 2027-09-15 |
Stages: Replied 2 · Nurture 1 · Not a fit 1 · Overdue: none
Follow-up schedule (business days; stop on any reply, booking, or "no")
| Lead | Date | Message |
|---|---|---|
| Priya | Wed Oct 14 | "Wanted to make sure this didn't get buried. Happy to work around your moving schedule." |
| Priya | Mon Oct 19 | A short tip: "Order lead times for kitchen fixtures are often longest, so choosing them early keeps the renovation on track." + link |
| Marcus | Wed Oct 14 | Nudge + "Would e-design or full service suit you better?" |
| Marcus | Mon Oct 26 | "I'm booking spring projects now. Want me to hold a spot?" |
| Tom | Wed Sep 15, 2027 | Check-in about build timeline |
Owner to-do
- Confirm you're happy quoting "from $4,500" publicly to Marcus.
- Add Lena's referral partner name and confirm they're taking new projects.
- Review drafts, then send. Nothing has been sent.
Connects securely to your tools. The creator never sees your data.
About this skill
Most service businesses don't lose leads to competitors. They lose them to slow replies and no follow-up. A good-fit lead who waits days, or never hears back after one email, quietly books someone else.
This skill makes every first reply fast and personal, puts your time on the right leads, and keeps every follow-up on a schedule.
What it does
- Learns your business once. Services, price ranges, ideal client, deal-breakers, capacity, booking link, tone, and who you refer poor-fit leads to.
- Scores every inquiry from forms, emails, DMs, or call notes on fit, budget, and urgency, and sorts it into Hot, Warm, Nurture, or Not a fit, with a one-line reason and the information still missing.
- Drafts the right reply for each: book a call, send a quote, ask one qualifying question, share a resource, or decline kindly with a referral. Short, personal, one clear next step.
- Keeps a pipeline in a ready-made spreadsheet template (Google Sheets, Excel, Airtable, Notion) with stage counts and overdue follow-ups.
- Writes the follow-ups with dates, each adding something new, and stops the moment a lead replies, books, or says no.
Safe by design
It drafts; you send. Even with email or CRM tools connected, it creates drafts only and never sends messages, books meetings, or changes records without your OK.
Who it's for
Coaches, consultants, designers, contractors, agencies, freelancers, clinics, and studios: anyone whose clients start with an inquiry.
Limits
It works with the inquiries you give it or that your connected tools can read. It doesn't do cold outreach or bulk email marketing.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
Reviews
No reviews yet
Be one of the first to try it. Every listed skill passes our trust checks below.
Security scanned
Passed our 8-point scan before listing
Fresh listing
Recently published to Agensi
30-day refund
Not a fit? Get your money back
Trust & safety
Security scanned
Verified clean 3 days ago
- Passed all security checks, Safe to install