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follow-up-plan

Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.

Skill by closeioOfficial

IndexedMIT
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Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/closeio-follow-up-plan

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.

Use cases: sales

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/follow-up-plan

What's inside

Skill name
follow-up-plan
Description
Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.
License
MIT
Instructions
12 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

SKILL.md (first lines)

Prepare a follow-up plan for the lead identified in the user's request using Close MCP tools. If no lead is specified, ask which lead to review.

Find and disambiguate the lead, review its recent calls, meetings, emails, notes, opportunity state, and incomplete tasks, then provide:

- a short relationship summary;
- the strongest next action and why;
- a suggested message or call outline;
- recommended task timing and owner, when supported by the data.

Do not send messages, create tasks, or change Close records unless the user explicitly asks after reviewing the plan.

From closeio/agent-plugin, MIT.

More from closeio/agent-plugin

Signals

Stars
0
Forks
0
Open issues
0
Last commit (this folder)
Oct 16, 2026 (20 days ago)

From GitHub (fetched Oct 24, 2026).

Details

License
MIT
Repository
github.com/closeio/agent-plugin
Website
developer.close.com/mcp
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
GitHubgithub-graphql

More from closeio

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Cite this page

follow-up-plan skill. Agent Mart. https://agentmart.dev/skills/closeio-follow-up-plan (last updated 2026-10-24)